Skip to main content

Hello,

        I add customer balance and credit limit through side panels on SO screen. Is there a way to set the side panel be expanded by default? I’d like to let the sales see customer balance directly.
       Thank you.

 

 

HI Ray! While checking this functionality locally I don’t see anywhere to apply a setting like this to the side-panel using the out of the box configuration and no customization.

There isn’t a side panel menu like filters or pivots which could be accessed, but this could be the basis for an excellent feedback idea.

https://community.acumatica.com/ideas

 

Hello, is there any solution about this so far?

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved