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Question

Customize 'Load Documents' Smart Panel

  • February 22, 2022
  • 0 replies
  • 154 views
xkylewrightx
Varsity III
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Hello--

Under Payments and Applications screen (AR302000), On Documents to Apply tab there is a ‘Load Documents’ button that pops up a smart panel with filters.

 

I would like to change the default options in this pop up, for instance to default to Company instead of active branch on the Company/Branch drop down - Looking for the best place to do this

 

Any help is appreciated!! 

 

 

Kyle Wright CSW, Inc. | www.cswgraphics.com
    martinxfe

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