You will create a window named Customer Contact Maintenance in which you will enter the contact information, as well as create a new table and other resources needed to get the job done. You will also create the Customer Contact Lookup window that you will open from the Contact ID field. To get your new window to open, you will add a menu item to the native Dynamics GP Customer Maintenance window.
The completed Customer Contact Maintenance window will be similar to the following screenshot:
The completed Customer Contacts lookup window will be similar to the following screenshot:
First, you will create a new workset and then create your base resources.
Recall that a workset is just a group of shortcuts to certain resources so that you might access them more quickly. Worksets really come in handy when navigating a large dictionary, and your development dictionary would certainly be considered large.
To create a workset, select the Workset button, identified in the following screenshot...