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Linking a custom transaction form to a particular customer

edited Nov 25, 2019 10:47AM in Accounting / ERP 2 comments

We currently have a Delivery Docket set up that we use for all customers. This form automatically comes up at the item fulfillment scree. However, we have a new customer who requires extra information to be printed on all of their delivery dockets. I have set up a new form to use for this customer, but was wondering if there is anyway to link the form to the customer so that everytime we go into an item fulfillment to print the delivery docket we dont have to remember to select a different form.

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