Friday, December 7, 2018

Electronic Payments > Add Sublist Views in the Bank Payment Details (Generic) tab of a Vendor/Employee/Customer Record when there is no Customize Button

In order to add a sublist view to get different views of the bank entity details, you need to create a saved search as follows:

1. Reports > Saved Searches > All Saved Searches > New
2. Select "Entity Bank Details"
3. Check the box for "Available as Sublist View"; check the Public box if other users needs to use this custom view.
4. Set the filters if needed in the Criteria tab
5. Under the Results tab, add or remove fields as needed.
6. Set a custom name in the Search Title field
7. Save
8. View a vendor/customer/employee record > Bank Payment Details (Generic) tab > click the View dropdown to choose the saved search.

No comments:

Post a Comment