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I just started playing around with the customization functionality that is availble when in developer mode. I am using the Sales module (specifically the quoting tool). There are a couple of fields that I would like to add and have appear on my quotes. I have made it as far as adding the new fields, but when I click the print button, the fields I added to the quoting form don't appear on the printed quote.
For example, if wanted to add an expiraiton date to the quote. I would click the manage views option in the debug menu. Then I just add a date field to the seciton of the the form that I want it to appear. Is there something else I have to edit, to get new field to appear on the quote? How do I change the formatting of the way the quote prints?
Thank you for your response. I am on the verge of making this a great tool for our business, but I just need ot know how to customize these reports. Below you will find the form with the highlighted area that I added to the form, this I am not having an issue with. Second you will find the printed report for that form with the field that I added missing. Beside the feild missing I am wondering how I would edit other formation variables on the report, like the width of the "Description" column. Please let me know your thoughts.
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|Asked: 10/14/14, 2:59 PM|
|Seen: 1242 times|
|Last updated: 3/16/15, 8:10 AM|