I'm trying to edit the form a customer sees when v...
# general
b
I'm trying to edit the form a customer sees when viewing estimates via customer center. I've created the custom forms, set it to the roles, marked them preferred, etc, nothing seems to be doing the trick. SuiteAnswers keeps referring to the "Printing Fields" tab on the 'customize form' screen, but I don't have that tab. Any ideas?
b
That Printing Fields tab only shows up when Basic is selected for Printing type on the form.
b
Thanks Bill, that's what I thought as well, but it's still not showing up for me. Not sure why..
So, after messing with some of the forms, it seems that the (external) forms, which is what I was using, do not have the 'printing fields' tab no matter what. I was hoping to use that to customize the form for customers. However, my internal estimate form does have that tab, and that seems to be working. Not sure what the point of the external form is then, but I can make this work. Thanks for the reply.