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Will Coburn

06/02/2021, 12:57 PM
How do you set a form as the default form to use? We have created a custom account statement, but I cannot figure out how to tell NS to make it the default form to use when someone generates a statement
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Mika Hakkinen

06/02/2021, 1:17 PM
Customsation > Forms > Transaction forms. Then create yourself a custom transaction form for type = Statement. Then using the field Printing Template, link that to your custom adv PDF statement.
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Will Coburn

06/02/2021, 1:35 PM
Thanks!~