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Adding tab to Vendor/Customer profile screen

  • February 29, 2024
  • 2 replies
  • 152 views

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All, I would like to add an additional tab to the vendor and customer profile screen. As an example in the screenshot below, I would like to add a tab after the Mailing & Printing tab.

I’m fairly comfortable with C#… is this a fairly straightforward customization? Are there any FAQs/walk throughs on how to accomplish this?

 

Best answer by Zoltan Febert

Hi @swartzfeger,

You should start with Acumatica Customization Guide course: https://www.acumatica.com/media/2020/02/AcumaticaERP_CustomizationGuide.pdf

2 replies

Zoltan Febert
Jr Varsity I
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  • Jr Varsity I
  • Answer
  • February 29, 2024

Hi @swartzfeger,

You should start with Acumatica Customization Guide course: https://www.acumatica.com/media/2020/02/AcumaticaERP_CustomizationGuide.pdf


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  • Author
  • Jr Varsity II
  • February 29, 2024

Hi @swartzfeger,

You should start with Acumatica Customization Guide course: https://www.acumatica.com/media/2020/02/AcumaticaERP_CustomizationGuide.pdf

You rock @Zoltan Febert -- thanks!