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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Set or associate custom forms by customer

edited Jun 2, 2025 2:25PM in Ask A Guru 4 comments

Hello,


Is it possible to set specific custom forms by customer?


Example, I have created a customer specific Sales order and linked packing slip form for a drop ship customer. Every time this particular customer is chosen on the sales order screen, I would like it to change to the customer specific sales order form.

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