Transaction Shortcut Links to Incorrect Form

Problem:

1. A new Custom Accept Customer Payment form is created
1. It is set as enabled and preferred for Role XXX
2. User Y using Role XXX navigates to Transactions > Customers > Accept Customer Payment and confirms form Custom Accept Customer Payment is populated by default
3. User Y using Role XXX navigates to Home > Shortcut > Accept Customer Payment
1. User notices incorrect form is loaded (it is the original form they were using before the new form was created)

Cause:

1. The Shortcut that User Y is using was created before Custom Accept Customer Payment form was created therefore the form that was set to preferred when that shortcut was created was saved with the shortcut

Solution:

1. Home > Shortcuts > Setup Shortcuts
1. Disable the Accept Customer Payment shortcut by removing the check mark under the Enable column next to the shortcut
2. Save
2. Transactions > Customers > Accept Customer Payment
1. Confirm Form field is holding new form created
2. Hover over the Shortcut Icon (star)
3. From Drop down list select Add to Shortcut
4. Enter Customer Payment Shortcut (or your preferred name)
5. Save
3. From this point on when you click on your new shortcut Customer Payment Shortcut the correct preferred/enabled form for User Y using Role XXX will show up

Note: Always remember if you have shortcuts linking to a transaction/entity that the form it will load is the one that was in use when you created the shortcut