EDIT - nevermind, I found the information in the manual and complementary information in this post : Embedded Dashboard error on Customer Tracker - ERP 10 - Epicor User Help Forum (epiusers.help)
Hi, I am looking for a next step to this. I want to add a dashboard in the header of AR invoice entry.
When the customer appears in the header, I want the CustNum or CustID to be published to the dashboard to retrieve only the data from this customer. How to I accomplish this?
Thank you