Open Forum

Customize Account History Detail Screen

  • 1.  Customize Account History Detail Screen

    BRONZE CONTRIBUTOR
    Posted 29 days ago
    Is there a way to limit the columns displayed and the order they appear in screen 01.300.00 - it does not look like I can open Customization Manager with this screen open.
    Thanks
    Bill​

    ------------------------------
    Bill Welch
    Just Dough It, Inc
    Camdenton MO
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  • 2.  RE: Customize Account History Detail Screen

    SILVER CONTRIBUTOR
    Posted 29 days ago
    Hi Bill,

    If you have access rights, you should be able to customize it...just go directly to that screen.  Click on 'Home' in the Menu.  Then type 01300 into the search bar; that should return the account history screen.  Double click to open, then enter customization mode.

    Thanks
    Marc

    ------------------------------
    Marc DeLozier
    David Evans and Associates Inc.
    Portland OR
    ------------------------------



  • 3.  RE: Customize Account History Detail Screen

    BRONZE CONTRIBUTOR
    Posted 29 days ago
    ​​Thanks for the response Marc

    But I still can't seem to get it to come up - I must be missing a step

    I am actually trying to customize the Account History 01.300.00 - Detail sub screen 01.300.01

    I click Home
    in the address bar is shows --    Just Dough It, Inc\Home\Favorites

    if I type the 01.300.01 after it or clear it out and type 01.300.01 it does not bring any screen up

    ------------------------------
    Bill Welch
    Just Dough It, Inc
    Camdenton MO
    ------------------------------



  • 4.  RE: Customize Account History Detail Screen

    SILVER CONTRIBUTOR
    Posted 29 days ago
    Ah..ok, so you want the screen 01.300.01- you can try this:

    Open screen 01.300.00; enter customize mode.  Click f7 to open VBA; and click 'exit design mode';



    click the details button to open 01.300.01; the go back to VBA and hit same button to 'enter design mode'

    ------------------------------
    Marc DeLozier
    Finance SysAdmin
    David Evans and Associates Inc.
    Portland OR
    ------------------------------



  • 5.  RE: Customize Account History Detail Screen

    BRONZE CONTRIBUTOR
    Posted 29 days ago

    Wow, I never knew how to do that, thanks for sharing that question Bill.  And thanks for sharing the instruction Marc!!
    Cathy

     

    Cathy McCarter

    Financial Analyst

    Innovative Wireless Technologies, Inc.

    1100 Main Street, Lynchburg VA  24504

    (434) 316-5230, ext. 151

     


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  • 6.  RE: Customize Account History Detail Screen

    BRONZE CONTRIBUTOR
    Posted 29 days ago
    ​That did it!  Thanks Marc - the screen is much more user friendly now.
    Bill

    ------------------------------
    Bill Welch
    Just Dough It, Inc
    Camdenton MO
    ------------------------------



  • 7.  RE: Customize Account History Detail Screen

    BRONZE CONTRIBUTOR
    Posted 28 days ago
    The other way to customize the Account History 01.300.00 - Detail sub screen 01.300.01 is to have both screens open and then press Alt+Ctrl+C.  Customization Manager will then open.

    ------------------------------
    Kurt Bradley
    Bradley Consulting Group, Inc.
    Spring TX
    ------------------------------