I would like the alternative contact number printed on a job sheet as usually this is their mobile n

ktjhintonktjhinton Member Posts: 2
edited March 2020 in Accounts Hosted

Comments

  • Acctd4Acctd4 Accredited Partner Posts: 891 ✭✭✭
    edited September 2019

    Hi ktjhinton

    You can add most of the Data Fields - including "Customer Alt. Phone" - to any of the templates: 

    • Open the Template (either click on the Customise button - along the top - in a new or previous one or double-click on it in the Templates List)
    • Click on Layout Designer
    • Click on the Add dropdown button, then on Data Field
    • Select (tick) “Customer Alt. Phone” in the list, then click OK - This adds the label name & Alt Ph field. 

    Click outside of the selection to make these 2 new boxes editable.

    You can double-click on the label name & enter whatever text you want to display (eg “Mobile No.”)

    You can also edit the font, add/remove border lines & move the new label & field to your preferred location on the template.

    Don’t forget to click “OK” out of each window to save your changes.

    NB: Remember to be consistent with how you use this field in every single customer’s record though as the data is automatically drawn from whatever has been entered in there.  It will not be editable in the template itself, only from the Customer’s record.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • Steffi1Steffi1 Member Posts: 3
    edited March 2020
    Hi there,
    I have details saved in the "Alt. Contact" field that do not show on the first page of the customer information.

    I've included screenshots below to show you what i'm talking about.  

    How do I get this to show? Is there a define fields section for this somewhere? 

    Thank you
    Alana.



  • Acctd4Acctd4 Accredited Partner Posts: 891 ✭✭✭
    edited March 2020

    Hi Alana


    Unfortunately, the “Alt Contact” field doesn’t display in the summary section.  Only data entered under “Alt Phone” (as shown in your 1st screenshot) is shown.


    Therefore, enter the alternate info there – It fits approx 20 characters (incl spaces/punctuation)


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    www.accounted4bs.com

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

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