When a customer is created, and a user goes to add an ABN, the selection of ABNs is pre-filtered to 'Party'. This never appears to show any ABNs.
The user has to select 'All' to view the ABNs available in the Legal Entity.
Is there a way to make 'All' the default filter? This way, the process will be more intuitive for users.
Thanks Saurabh Bharati.
That was a good reminder of the functionality.
Unfortunately it's not a perfect fit, as a template supports default values, but it doesn't have default views of the data (e.g. if I wanted the filter to be 'All' rather than 'Party'.
Thanks for responding, though.
Not sure if this can be done but you can create "Record template" and select default values for creating any master.
Make that as default, next time when you will create new customer using template, default values will be populated automatically.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
287,773
Super User
#2
Martin Dráb
225,513
Super User
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (