Ideas for Acumatica

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Business Account / Customer Popup Notes Need to Appear on CRM Opportunities/Sales Quotes

Business Account popup notes are extremely useful. There is relevant information stored in popup notes that is critical to display when creating CRM Opportunities and Quotes. Since this feature will popup notes on Sales Orders it seems rational that it would display in these similar CRM screens.

  • Stephen Goodbar
  • Jun 3 2020
CRM
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