Customer Satisfaction Incidents inside Debtor

[DannyC]

Here's an interesting one...

Client asked me if it's possible to somehow chuck the Customer Satisfaction incidents in debtors maintenance somewhere - I'd think a separate tab under "Other". Or maybe Customer Activities.

Obviously only needs to be incidents just for that debtor.

[Mike.Sheen]

If they just want a list, the easiest no-code way is to use the Custom Form Tabs - write a stored proc to return the data and schema and then add an entry in the Custom Form Tabs form - this will add the tab with a grid on it for you, call the stored proc and populate the grid from that. There are 3 examples we ship with, so you'll be able to use one of those as a guide for writing your stored proc.

[DannyC]

the easiest no-code way is to use the Custom Form Tabs

I was thinking to put the whole module in a tab but you're right...maybe that's all I need and if they want to make changes they can drill down to the incident.

[SBarnes]

I was thinking to put the whole module in a tab but you're right...maybe that's all I need and if they want to make changes they can drill down to the incident.

That would create a lot of work, why not just add a button to debtor maintenance to launch the incident screen and prepopulate the debtor as well as the custom tab like Mike suggested?