How to add the Free Description field in the Print/web Layout of the Customers app?

Updated on October 20, 2022 01:11AM by Admin

Organize and store the records of your customers using the Customers App. You could create your own print/web layouts by adding the attributes you would like to include on the print version of the customer record. The Print/web layout is provided by default you could also add new ones as per your business requirements.

Steps to add:

  • Log in and access the Customers App from the Universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
Customers - Settings
  • On the settings page, go to Customize App → Print/Web Layouts from the left panel.
  • Now the Print/web layout page will open, now create a new template or open an existing template. Here I’m using the default layout.
Customers - Print-Web Layouts
  • Click on the view template option, it will navigate you to the layout.
  • Drag and drop the One Column section to have a separate section for the Free Text description.
  • Now drag & drop the Free description field from the Palette → Common Attribute of the layout.
Customers - Drag and Drop Pal
  • Now click on the Free description field, You can view the Inspector tab from the left panel. Slowly scroll down, and you will find the Customize Content click on it.
Customers - Ins Tab
  • Once you select Customize content, it will navigate you to the Customize content template, there you can insert the attributes that you wish to generate through the customer.
  • Here the attributes like Business name, Customer name, and Customer category are selected. And also you can add the texts that you need to add to the customer record.
  • Now add the other details that you wish to generate through the customer record. Once you complete it, click on the Update button.
Customers - Update
  • After updating, click on the Save button.
Customers - WL Save
  • Now Go to the customers home page, you can use the template in both new and existing customer records.
  • Here the existing customer record is opened, click on the print dropdown and select the Default layout as shown below.
Customers - Print DD
  • You could see the text field you’ve added on the print pdf as shown below.
Customers - Final SS