Does anyone know of a way to find the "On Account" balances of certain Constituents from the Constituents screen?
In v15, the money bag used to pop up on their record, but it doesn't in v16.
Ok, so this is interesting. On Account is listed as an active Element on that table. And it's currently present on the Flex Header we use in Order Details. In the Security portal, the only header option we even have is Flex Headers. So if it's the exact same header set-up in both places, why is it showing up on one and not the other?
Ok, that makes sense. Currently our User Groups are set up as Flex Header Icons for both Header Format and Web Header Format.
With that in mind, how do I set up the Web Header to be Identical to our current Order Details header?
I suspect you need to update the flex header element you are using for On Account, specifying an icon in the Web Header Icon column. That's detailed in the link at the end of my last response. If that doesn't fix it, you should open a help ticket so support can troubleshoot with you.
You might also try temporarily switching to the sample Transactional Header, just to see if that one is returning on account information for you like you would expect.