What determines a form is supported on Customer Center Role?
Customer Center role supported forms are External Forms. Remember that the Sub Type name of these forms has “(External)”.
What are examples of supported forms on Customer Center Role?
Standard Online Estimate, Standard Online Payment, Standard Return Request – Credit, Standard Return Request – Cash, Standard Online Order – Invoice, Standard Online Order – Cash Sale.
Where to check for supported forms on Customer Center Role?
Navigate to Customization > Forms > Transaction Forms. Please take note that Transaction form is only example. This also applicable to Item, Custom Record, Bill of Materials, Time, Entity, CRM, Other Record, and Inventory Detail.