Customer Call Summary form -- where to find?

Epicor ERP 10
1

I would like to make changes to the “Call Summarize” form found under the Customer Tracker – CRM Calls tab.
Within Developer-mode, when this form is launch no additional information is shown.
Would this require the SDK?

CRM_Call_Summary_Form.jpg1825×846 377 KB

btnCRMSummarize.jpg921×815 173 KB

2

CRM Summary form is defined in the Erp.Adapters.CRMCallEntry and it appears to not be a standard EpiBaseForm (not customizable) so you are pretty much SOL… You could build your own and replace the button action

1 Like
3

Ok. I had figured this would be the feedback I would get. Thank you for the response to confirm what I had thought.

4

Jose is correct. The “build your own” option doesn’t require “SDK” necessarily, but you would have to use script editor combined with connecting to the business objects to update data from your custom form.