Forum Discussion

PArtington's avatar
PArtington
Experienced Cover User
5 months ago

Add Column to card List

Good morning

 

I would like to add the Payment is Due column into the card list as I dont want to have to constantly go into the details to see if the customer has an account or prepays.  Does anyone know if that is able to be done and if so how is it done? Please.

  • Thanks Jem

     

    I want to add the column that advises whether the customer has an account or is COD/Prepaid which is in the Selling Tab under Customers Terms Information  the Payment is Due Box.

  • Hi PArtington,

     

    Thank you for your post and I can see that you would like to add column in your card list. Please check this link for the detailed instruction on how you may add the column.

     

    Feel free to write a post if you need further assistance.

     

    Cheers,

    Jem

    • PArtington's avatar
      PArtington
      Experienced Cover User

      Thanks Jem

       

      I want to add the column that advises whether the customer has an account or is COD/Prepaid which is in the Selling Tab under Customers Terms Information  the Payment is Due Box.