Documents, naming and customisation · Guide 546 of 624

Document title

Choose which field appears as a document’s title in RockifyERP lists and links, such as the customer name instead of the number.

How to do it in RockifyERP

Open Customize Form for the document type.
Set Title Field.
Save.

Tip: Showing the customer name as the title makes lists easier to scan.

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.