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Note attached to a customer, Popup during SO or Invoice entry

Other systems have this feature.  Creating a note about a customer that pops up every time a user accesses that customer during entering a sales order, SO invoice, etc.  Example:  Accounting can trigger the sales department of possible issues with the customer.  

This could work the same on the PO/AP side.

  • Guest
  • Mar 2 2017
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  • Douglas Johnson commented
    September 20, 2018 14:38

    Implemented in 2018 R2. Create a pop-up note on the customer record (see image). When you enter this customer on a sales order or an AR invoice - the note automatically pop's up.

  • Greg Polsky commented
    March 07, 2018 19:11

    Any way to get this compatible with 2017 R2?  Publishing customization fails.

  • Greg Azeltine commented
    January 03, 2018 22:24

    Does this work in ver. 2017?

  • Toon Six commented
    March 31, 2017 23:04


    You are the best. You really help us out with specific and clear solutions. I always check your tweets and linkedIN messages. They contain so much valuable information. They should all be copied to StackOverflow. One of the marketing assistants can do this, and email all customers and partners in a new Acumatica newsletter: Tips and Trick. Not trick or treat!

    Thanks, Tim.

    Toon Six

  • Tim Rodman commented
    March 06, 2017 16:05

    Here is a sample customization package which implements this feature that you might want to checkout: