Ideas for Acumatica

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Sales Quote Pop Up support

When a Pop Up Note is added to a Stock Item and that Stock Item is added to a CRM--> Sales Quote, the Pop Up Note is not triggered. This functionality is critical to allow real-time information to get to the Sales Team.

Example: We have a Stock Item where the part number has changed and we have a Pop Up Note to alert the Sales Person to verify the client is ordering by the correct part number.

  • Ehren Dimitry
  • Jul 22 2020
CRM
  • Attach files
  • Michael Ianniello commented
    22 Jul 16:27

    Agreed! These pop up notes also do not populate on Opportunities with Business Accounts....this would be a great functionality to add onto a new release.