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Customer Screen Notes Pop up

When the customer screen opens, the NOTES box would automatically open so that important details can be discussed with the customer when they call. 

  • Amy Erickson Hagen
  • Jun 20 2018
  • Planned
  • Attach files
  • Anne King commented
    12 Dec, 2019 06:21pm

    Can we add to this that the customer note would be accessible from the Invoice screen?  When invoices are imported and opened, there is no evidence of a customer note.

  • russ williams commented
    1 Aug, 2018 07:56pm
  • Scott Hagen commented
    18 Jul, 2018 02:34pm

    Hi Olga,  Thank you for your reply.  We would like to request that the pop-up message comes up automatically on the customers (AR303000) as well as Payments and Applications (AR302000).  Amy

  • Olga Anisimovich (Product Manager Financials Team) commented
    29 Jun, 2018 07:27pm

    We are adding pop-up messages for the customers, vendors, and inventory items. A pop-up message defined for a customer will be displayed automatically when the customer is selected on the Invoices and Memos (AR301000), Cash Sales (AR304000), Sales Orders (SO301000), and SO Invoices (SO303000) forms. On the Customers (AR303000) form, there will be a special icon for a pop-up message but it won't open automatically.