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Field context help for Customer Status showing Customer ID info

  • 16 February 2024
  • 2 replies
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thomassherman51
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Userlevel 2

When I select the context help on the Customer Status field on the Customer form (AR303000) the information that comes up is related to the Customer ID field. 

I need to review what each customer status option is used for to determine how to best use them in the client’s workflow.  

Currently on SaaS release 23.201.0092

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Best answer by Laura02 16 February 2024, 12:39

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Laura02
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Hello,

An alternate method of seeing the definition of each field is to click the ? in the upper-right of every screen, beside your login name, then click Form Reference (near the bottom - this area defines EVERY field on the screen!).  Select the Summary area of the screen, and you will find definitions of available Customer Status.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
thomassherman51
Rank
Userlevel 2

Found it.

Thanks Laura!

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