You can use this window to
Note: You can add the same section to the Selected Sections more than once if you want to.
To add a list
Note: You can add several sections at one time by highlighting all of them at once and clicking Add.
Highlight the section you want to move.
Note: The sections will appear in either one or two columns depending on the way you have your screen sized. If the sections appear in two columns, section 2 will appear to the right of section 1 and section 3 will appear below section 1.
You can do this simply by adding the same section another time.
Follow these steps:
Note: The character limit for the Title field is 50.
The Count column on this section shows the number of transactions that contain the item.
Credit Memos: This section displays credit memos that have been created for the selected job.
Purchases/Inventory Received: This section displays purchase invoices that have been entered for the selected job.
Sales Invoices: This section displays invoices that have been created for the selected job.
Vendor Credit Memos: This section displays vendor credit memos that have been created for the selected job.
Learn more about the Customer Management tab
Learn more about the Job Management tab
Learn more about the Inventory/Service Management tab
See fields that are available for each list
Published: March 21, 2017
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