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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
    December 12, 2019 18:21

    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
    August 01, 2018 19:56
  • Scott Hagen commented
    July 18, 2018 14:34

    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
    June 29, 2018 19:27

    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.