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How to make Customer Notes pop up when creating a new Sales Order

Author: support staff Reference Number: AA-00460 Created: 2011-02-15 00:24 Last Updated: 2011-02-15 00:24 0 Rating/ Voters


  1. Open the Company Setup and Preferences

  2. Click on theSales/Invoicing (1) tab

  3. Enable the Auto Pop Up Customer General Notes

Note: Once this is enabled, any Customer that has any notes entered in the

  1. Order Entry/Sales Notes notes field will pop-up after the customer is selected on the Sales Order.

 

ID: U1303