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What are the effects of updating Subcustomer ID format? Is there any other way to show the parent?
Some of our users want to see the entity records in Parent Customer : Customer format rather than the current CUSTID - Customer format. This is for the big header on the customer page. I asked NS support about this, and they indicated that I need to go to Set Up Auto-Generated Numbers > check "WITHIN PARENT GROUP" box next…
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How to Update sub customer address with parent customer address - workflow
Hello I designed a workflow to update the sub-customer address by coping parent customer address to be used for (bill to) once we invoice the sub customer is the below workflow correct?
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Turn Customer to Subcustomer
Is it possible to merge a customer to be a subcustomer of another entity? I don't want to have to create new subcustomers from all the current customers that need to be under one entity.
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NSC | Linking a custom field on a Job to Customer, and Project record
Customer wants to show a Custom Field (with a formula) on the Invoice Record, showing a value from the Subcustomer record and from the Project record. The invoice was created from the Project. This can be done by creating a Saved Search, a custom body field, and a workflow. 1. Edit the Contact Field first since this will…
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Switch Sub-customer accounts from Company to individual
Hello Again, Part of our integration with out website we have been setting up sub-customers so individuals can use the company account to purchase online. Long story short we just found out that we have been setting them up wrong and it is not working correctly. We set every subcustomer up as a company instead of an…