I would like the alternative contact number printed on a job sheet as usually this is their mobile n
Comments
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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 - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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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.
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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
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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