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Thread: Add a Column in the Account List

RJ Martino
Posts: 4

Add a Column in the Account List Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 08 Dec 06 2:18 PM

SLX 5.2

I have a lot of customers with the same name (The State of Arkansas). If I look at all of them in a list by going to "Accounts" and then click on "Show list/detail", I see a list of accounts with the same name.

I want to add a column that shows the "Account Manager".

How do I add a column for the account manager?

Thanks in Advance

[Reply][Quote]

Mike Spragg
Posts: 1226

Re: Add a Column in the Account List Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Dec 06 4:56 AM

Select the list view - then right mouse click the tab name and select Edit. On the layout tab just add the column called AccountManagerID from the Account list on right hand side - SLX will know to display this as the users' name - not the ID.

[Reply][Quote]

Bob (RJ)Ledger
Posts: 1103

Re: Add a Column in the Account List Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 10 Dec 06 8:28 AM

Quote:

Originally posted by RJ Martino

SLX 5.2

......

Thanks in Advance

FYTI - Reminder.. ALL Tech Support contracts for v5.2.x expire at Midnight Dec 31 THIS YEAR - Only 21 days from now. You really should be working on an upgrade to 6.2 or better than that v7.0

--
rjl

[Reply][Quote]

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