I need a couple of flag fields on the client record (just a toggle on-off is fine) that show up on the work order header 11-2 as soon as the client name is selected. My personal need is for a flag for email billing and for a "Caution" or "Read notes" flag.

My particular items might not be useful for everyone but the ability for the user to do a couple of user-defined flag fields would probably be useful to a lot of people.

by: Maria V. | over a year ago | Service Receivables