Customizing Columns in the Companies (Customer/Vendor) List View
Customizing Columns in the Companies (Customer/Vendor) List View
Adding, Removing or Changing Fields in Companies
The Company pane has several company fields listed in the Companies module and these may be customized to fit your specific needs. View the video below to learn how to do this.
Overview Companies (formerly Customer/Vendor Central) is the place for everything you need when working with Customers and Vendors. CustomBooks™ Companies module brings together the relationship you have with customers and vendors in one easily ...
Formatting Companies list items You can format any of the text is the Companies list to suit your needs. For example, Bold all of companies that are Vendors or highlight balances in red. To format items on the right side: Click More Actions menu on ...
Customer / Vendor Central Customer / Vendor Central is the place for everything you need when completing business related tasks. Our Customer / Vendor Central brings together the relationship you have with customers and vendors in one easily managed ...
Introduction CustomBooks™ Print Forms can be customized to fit the needs of your business. Each print form type has a default template which can copied and modified to Add/Remove Fields Change Field Labels Add or move images Add text Change ...
Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...