Proxying in as a Delegate - Invoice Manager - Saving Header Fields Configuration.

[aldelgado]

When Proxying in as a delegate, navigating to the Invoice Manager section, I want to set up my header columns in a specific way, but when I exit out of this window and come back to it, my saved configuration gets reset, and I have to enter again every time.

Can anyone please help? 

[MelanieT]

@aldelgado Hello!  Does this only happen to you when you are the Delegate?  Or when you are logged in as yourself and rearrange the headers does it still not save as well? 

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[aldelgado]

@MelanieT this is happening to everyone listed as the delegate and when proxying in as the delagate. 

[MelanieT]

@aldelgado Thank you for that confirmation.  The reason that this reverts back after you log out of the Delegates profile, is it is not your profile.  The view will revert back to what the actual user has as, it's their profile.  Let us know if you have more questions on this!

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.