Ideas for Acumatica

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Displaying Customer Activity Note as Pop Up on Sales Order

Client  have set up specific instructions for entering an order for customer (could be different for each customer). We have entered them under the customers Activity Notes with a specific ID in the subject field. The notes will be in the body of the activity.

Rather then copy this info to the Sales Order Activity Notes, they would just like to display the Activity Notes from the Customers Activity Notes.

  • Guest
  • Jul 10 2017
  • Future consideration
  • Attach files
  • russ williams commented
    July 19, 2017 12:39

    Not sure where the best place to store the notes, but we definitely need the ability to have notes "pop up" during order entry.  We are trying a workaround -- we created an attribute called sales order note and it is pulled to the order screen.  Not as effective as a pop up though.....