Hello
Is there anyway to change how the description defaults in the account maintenance window?
We would like it to only populate with the segment descriptions from only 2 and 3
Thanks
Tania
*This post is locked for comments
Hello
Is there anyway to change how the description defaults in the account maintenance window?
We would like it to only populate with the segment descriptions from only 2 and 3
Thanks
Tania
*This post is locked for comments
Hi Leslie, we have come to a compromise with the accountants to leave segment 1 unnamed, which means it defaults with a preceding dash, but I have fixed this with VBA. Seems like the simplest approach.
Thanks
Private Sub Description_AfterGotFocus() If Left(Me.Description, 2) = " -" Then Me.Description = RTrim(Mid(Me.Description, 3, Len(Me.Description) - 2)) Else End If End Sub
Thanks Leslie, I understand what you are saying and how to achieve this, but at this point the rest of the segments description has already been truncated and unrecognisable.
I'm guessing you'd have to dip into the sql database to return the values of those segments to re-populate the description field but that gets a bit more complicated.
Tania
Hi Tania,
Yes you can. You need a little VBA code that will edit the auto description on a new account. You would want to remove the first separator character and any text to the left, and also the hyphen after the third segment and any text to the right.
Kind regards,
Leslie
Hi yes we want the description there though, just not against the string. Even if we did as we have a large amount of segments there are unnecessary dashes.
Did you try removing the description from the segment set-up?
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