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The "screen" check box for Project/Job is grayed out when customizing Invoices or Estimates

When attempting to customize transactions such as Invoices or Estimates, the field that allows us to select "Screen" to show Project/Job on the screen is grayed out and cannot be selected.

Why this is happening

This field is populated by the job name found in the Customer:Job field on the upper-left of the Invoice or Estimate form. (e.g. John Smith: Kitchen would print Kitchen in the Project field). Since this field pulls from the actual Job set up under the Customer, it cannot be manually edited on the form.

How to fix it
  1. Use Job Tracking.
  2. Add the Other header field to capture the project name.
  3. Create a custom name field and add to the template.
KB ID# SLN43150
3/28/2017 10:21:35 PM
QYPPRDQBKSWS09 9138 Pro 2017 d8170c