Insert Phone Field into the Customer Return Report and eSign it in minutes

Aug 6th, 2022
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Decrease time allocated to papers administration and Insert Phone Field into the Customer Return Report with DocHub

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Time is a vital resource that every business treasures and attempts to convert into a advantage. In choosing document management software program, be aware of a clutterless and user-friendly interface that empowers users. DocHub delivers cutting-edge tools to maximize your file administration and transforms your PDF editing into a matter of a single click. Insert Phone Field into the Customer Return Report with DocHub in order to save a ton of time and increase your efficiency.

A step-by-step guide on how to Insert Phone Field into the Customer Return Report

  1. Drag and drop your file to your Dashboard or add it from cloud storage services.
  2. Use DocHub advanced PDF editing features to Insert Phone Field into the Customer Return Report.
  3. Modify your file and make more adjustments if needed.
  4. Add fillable fields and allocate them to a specific receiver.
  5. Download or deliver your file to your customers or colleagues to safely eSign it.
  6. Gain access to your files in your Documents folder at any moment.
  7. Make reusable templates for frequently used files.

Make PDF editing an simple and easy intuitive operation that saves you a lot of precious time. Quickly adjust your files and deliver them for signing without having looking at third-party options. Concentrate on relevant duties and increase your file administration with DocHub right now.

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How to Insert Phone Field into the Customer Return Report

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[Music] hello and welcome back to another tech tip Tuesday in this session were gonna take a look at how to properly record a customer return in job ops there are a few things you should consider when using customer returns one is if you own the accounts receivable module the customer returns form provides all the information necessary to create and print credit memos the other is that a job must have a status of pending active or complete to record or return a Im sorry to record a return against a pack list now what were gonna take a look at is a job that I have in the system so looking at my screen right now we can see Ive pulled up job one zero one six zero Ive already shipped this job out we can see that I dont have a remaining quantity and my shipped quantity is 80 at 800 I also had pulled up the job cost detail report for that as well so it might be a little bit harder to see let me hit f12 to expand my screen but we can also see that there is a completed quantity and a shi

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Add the column in Design view On the Access status bar, click Design View. In the Field Name column, select a blank row and type a name for the new field. In the Data Type column, next to your new field name, select a data type for the new column. Save your changes.
On the Home tab, in the Views group, click View, and then click Datasheet View. On the Fields tab, in the Add Delete group, click More Fields. Select a field in the More Fields list to insert the new column. Access places the field to the right of the column where your cursor is currently located.
When you find the field you want to add, do one of the following to add it to the form or report: Double-click the field. Drag the field from the Field List pane to the form or report. Hold the CTRL key and click several fields, and then drag them all to the form or report at the same time.
Add a field in Layout view On the Design tab, in the Tools group, click Add Existing Fields. The list of available fields is displayed. Drag a field from the Field List onto the report. As you move the field, a highlighted area will indicate where the field will be placed when you release the mouse button.
Add a field by using a field template On the Home tab, in the Views group, click View, and then click Datasheet View. On the Fields tab, in the Add Delete group, click More Fields. Select a field in the More Fields list to insert the new column.
0:52 4:35 How to add fields to custom report types in Salesforce - YouTube YouTube Start of suggested clip End of suggested clip So once youre in the setup menu search report type and were going to search report types. AndMoreSo once youre in the setup menu search report type and were going to search report types. And lets just click continue here. And so heres a list of all our custom report types the one well be
From the Fields Available for Reports section, click Edit Layout. Drag and drop the missing fields from the Field Definition Fields section, then click Save. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.
0:17 0:58 And thats really all you have to do to add the field of course you can resize. And repositionMoreAnd thats really all you have to do to add the field of course you can resize. And reposition things to make it blend in with the rest of the layout. And. Thats all there is to it.

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