Question

Hide Customers based on custom field

  • 26 July 2022
  • 1 reply
  • 54 views

Userlevel 4
Badge +9

I have a custom field on CUSTOMER_INFO for Site.

I want to have my list of customers separate based on site

When a user tries to populate/search customers, it brings the results from all sites.

I want to restrict the search/populate to show the results from their respective sites only.

How can we achieve this ?


1 reply

Userlevel 7
Badge +22

Hi @geminirajesh 

if you create a customer or suplier then it doesn’t depent on a site or compay. This means they are cross-company. For example the tabs invoice and payment are site specific because you need to create an entry for a certain company before you can use it there. Therefore it can’t work.

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