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Custom CRM Fields

edited Dec 3, 2019 11:51AM in SuiteCloud / Customization 2 comments

We have on our customers and jobs a "PO_required" custom checkbox.  This is used to determine if a PO is required for a support call.

We want to pop an alert box when entering billable time for a customer with the "PO_Required" checked, and also, when you select that customer in a case.

we had difficulty making the time entry work because employee center users did not have rights to drill into customers and jobs.  We resolved this by placing a custom "transaction Column Field" on the time entry form and sourcing it from our PO_required field (from the customer).

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