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

AA-00460


  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