Hi team,

I have seen some very old posts that answer this question but the answers to not seem to work for me so hopefully there is a more up to date solution.

I am setting up the Customer Centre for an end user that wants to give their customers View only access of their Sales Orders and Invoices. How do I update the transaction forms for viewing the Sales Orders and Invoices.

I found an old post telling me to customize the following -

I have done this and I have set the customized form as preferred but it is not loading using that form. How can I tell what form is being used or just how do I use a custom form?