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2017.1 advanced - Custom office. I want to add so

  • 1.  2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 07:03
    2017.1 advanced - Custom office. I want to add some UDFs to the bottom of the Customer Maintenance, main tab. When you look at the screen there is a space below the email and URL addresses at the bottom. When you go into Custom Office edit mode the space isn't there anymore. Is there a way to add fields to the bottom of the screen? A related question: If you maximize the customer maintenance screen there is a LOT of extra space. Can this space be used to add UDFs?


  • 2.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 07:10
    You won't be able to add UDF's to the space that shows up when you maximize. The space you see at the below the URL field is on the panel DMAIN. you can use that space but make sure you are not too close to any edge of DMAIN or you will get error 65 or error 29 when you open the screen.


  • 3.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 07:12
      |   view attached
    You can make the particular panel larger, which then will require you make the DMAIN larger. You get tho this by clicking Panel at the top left of the small Customizer menu screen.


  • 4.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 07:22
    Thanks @MichelleTaylor1 and @DavidOverholt Terrific info!


  • 5.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 12:37
    I have a customer that wanted 6 UDFs so I added a 9th tab so I would have enough real estate.


  • 6.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 12:46
    @JaneCavanaugh We have an extra tab with several UDFs. The customer wants the UDFs moved to the main tab to facilitate efficient data entry.


  • 7.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 12:49
    Well of course! Sometimes easy for the customer isn't easy for us. But I shouldn't complain - keeps the paychecks coming.


  • 8.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 13:13
    They will probably want the UDFs moved back to a tab next month.


  • 9.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 18:06
    I have added tabs and I have also made the panel wider and added the UDF's along the right side. biggest PITA is getting the error messages...


  • 10.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-14-2017 23:42
    I've also put a new panel behind a button on the main screen when real estate is at a premium.


  • 11.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-17-2017 04:50
    Sometimes I add a button to get more space on a specific tab, then add the fields to it.


  • 12.  RE: 2017.1 advanced - Custom office. I want to add so

    Posted 04-17-2017 05:34
    It is very interesting to learn about everyone's solutions, and the many different options that are available. Thank you for the great tips!