How to Enable Interactive Line Item on Invoice Object in TeamConnect?
To enable interactive line item, follow the below steps:
-
Login to TeamConnect as a system administrator and click the Setup Menu button in the top right corner of the screen.
- Click the Go To... drop-down menu and select Object Definitions.
- Click Invoice object.
- Navigate to the Object Views tab.
- Select Interactive Line Items from the drop-down list and click add button.
- Save and Close the setup tool.
- Restart the TeamConnect instance.
Note: Installing the TeamConnect for the first-time, reach out to the Mitratech professional services team to enable this feature.
Note for the Services: It is necessary to create a New Tab Configuration for the New Invoice block when adding the block for a new client.