PBI 6509 - Add Fields Directly to the Ribbon

Not planned

John Savidge

• July 20, 2017 08:30

Hi,

It would be great if I could add a small number, say three, fields from SAP directly on to the Customer section of the ribbon.

We would like to see the pricelist, credit terms and date of last payment received on the ribbon without having to open a report.

Thanks

 

John 

 

Vote

0

• Official comment

  

  Wendy Tranter

  • July 21, 2017 05:37

  HI John

  There are 2 ways in doing it. You can create 3 UDFs that duplicate their values, then in CRM for Outlook ribbon, you can select to view them. (You can also update them as well if you have the right license and authority)

  A second way is to write a SQL report that shows the values of these 3 fields and then install the report on the ribbon. 
• 

  John Savidge

  • July 21, 2017 07:16

  Hi,

  As I mentioned, we want this without having to use UDFs or a report, hence why I've put in a feature request :)

  Thanks

  John 
• 

  Rasmus Jensen

  • November 10, 2017 22:14

  Duplicate of: https://support.boyum-it.com/hc/en-us/community/posts/203598466

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