I'm trying to find a good way to tell the user to fill out a customer card quickly.
As they are filling it out, when they get to the Ship-To Address, I would like for it not to require the mouse to create a "New" record.
One way to do it is:
1. Press F4, or Alt+Down
This will open up the DropDown
2. Press Down
This will move your "cursor" into the drop down box
3. Press Tab
This will tab onto the "New" button.
4. Press Spacebar
This will open up the Ship-to Address page in Create mode.
That works but I'm hoping there's a quicker way to do it. any ideas?
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Comments
Please try the following:
1. Ctrl+F4
This should open the advanced lookup to Ship-to Addresses
2. Ctrl+N
This should open "Ship-to address" page in create mode
Does this work for you?
Best regards,
Djordje Cenic [MSFT]
That almost works.
For some reason when I do it like that, the filter isn't passed in to the ship-to card or something. So then I get an error that "Customer '' doesn't exist."
I tried setting PopulateAllFields to yes, but it didn't make a difference.
Although you are correct that those shortcuts bring up the card in create mode. Also it's pretty fast since both use Ctrl as the prefix.
- Reinhard