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Personalize Supplier Bank Account Popup — Cloud Customer Connect
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Personalize Supplier Bank Account Popup

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edited May 31, 2019 5:12AM in Supplier Management 10 comments

Summary

How can you personalize the supplier bank account popup?

Content

You may have requirement to personalize Supplier Bank Account UI, for example, to ensure user provides all the required information when creating bank accounts, or rename an attribute for better user experience. With feature ‘Approve Internal Changes on Supplier Bank Accounts’, you can now meet this requirement as you get the flexibility to personalize the bank account popup.

Here is a stepwise guide to personalize supplier bank account popup: In this example, we will make Account Type a required attribute.

  1. Ensure that you have the feature ‘Approve Internal Changes on Supplier Bank Accounts’ enabled. You can find the feature following this path: Opt-In > Procurement > Suppliers.

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