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Allow Access to Customer eContacts from Customer Account Inquiry and Summary

After pulling up a customer’s AR items in Customer Account Inquiry or Summary, there is no way to access the customer’s eContacts.

If you use the F12 shortcut or click the toolbar icon, it pulls up the eContacts for that specific open item. Can we toggle it so that the eContacts for the customer are accessed instead?

There is a F4 function key for the Notes already to address this for the customer.

The next logical step seems to be to add one for the eContacts.

Keeping the default standard Elliott shortcuts for the Notes and eContacts would be preferable if possible.

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Aaron Keating - Lipsey's, LLC shared this idea  ·   ·  Admin →

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