Widget Use
Renders the Customer Client dialog windows to input and edit client and project details.Example of Widget Use
Where can the Widget be placed?
The widget can be used in the following templates:
- Customer Client Project Maint
- Customer Client Maintenence
- Checkout
To use the Customer Client Projects feature, this widget must be added to the Customer Client Project Maint, Customer Client Maintenance and Checkout templates.
Widget Options
| Option | Use | Comments | Available from Version |
|---|---|---|---|
| Description | Short specific description of widget's use. | This description is added to the widget title. It makes the widget's use clear on the template page. | All |
| Layer | The layer the widget is valid for. | Use Layering to limit widget content to certain groups of users. To use the same widget for more than one user group but with different options set, add the widget as many times as needed in the same zone. Then add layering to define the user group each time. | All |
| Titles | Use | Comments | |
| Project Dialog Title | Heading for the Project window. | Default: Project | 4.31 |
| Client Dialog Title | Heading for the Client window. | Default: Client | 4.31 |
| Project Labels (for Project dialog) | Use | Comments | |
| Name Prompt | Project name field. | Default: Name | 4.31 |
| Client Prompt | Client name field. | Default: Client | 4.31 |
| Address 1 Prompt | First address field. | Default: Address 1 | 4.31 |
| Address 2 Prompt | Second adderss field. | Default: Address 2 | 4.31 |
| Suburb Prompt | Suburb field. | Default: Suburb | 4.31 |
| Postcode Prompt | Postcode field. | Default: Postcode | 4.31 |
| Client Phone Prompt | Client phone number field. | Default: Client Phone | 4.31 |
| Client Email Prompt | Client email address field. | Default: Client Email | 4.31 |
| Budget Prompt | Budget field. | Default: Budget | 4.31 |
| Start Date Prompt | Start date field. | Default: Start Date | 4.31 |
| End Date Prompt | End date field. | Default: End Date | 4.31 |
| Comments Prompt | Comments field. | Default: Comments | 4.31 |
| Status Prompt | Status field. | Default: Status | 4.31 |
| Client Labels (for Client dialog) | Use | Comments | |
| Name Prompt | Client/company name field. | Default: Name | 4.31 |
Contact Name Prompt | Contact person field. | Default: Contact Name | 4.31 |
| Address 1 Prompt | First address field. | Default: Address 1 | 4.31 |
| Address 2 Prompt | Second address field. | Default: Address 2 | 4.31 |
| Suburb Prompt | Suburb field. | Default: Suburb | 4.31 |
| Postcode Prompt | Postcode field. | Default: Postcode | 4.31 |
| Client Phone Prompt | Phone number field. | Default: Client Phone | 4.31 |
| Client Email Prompt | Email address field. | Default: Client Email | 4.31 |
| Comments Prompt | Comments field. | Default: Comments | 4.31 |
| Status Prompt | Status field. | Default: Status | 4.31 |
| Buttons | Use | Comments | |
| Save Prompt | Text on Save button on Create Client/Project dialog. | Default: Save | 4.31 |
| Create Prompt | Text on Create button on Create Client/Project dialog. | Default: Create | 4.31 |
| Cancel Prompt | Text on Cancel button on Create Client/Project dialog. | Default: Cancel | 4.31 |
| Copy Address Button Prompt | Text on Copy Address button in Project dialog (to copy address from Client). | Default: Copy Address to Project | 4.31 |
Related help
