Ideas for SalesPad Desktop

Visual notification when Note is present.

Similar to Idea SPMGP-I-15 a visual representation when Note is present on Customer, Vendors, INVENTORY.          

  • Gale Dallyn
  • Jun 25 2018
  • Already exists
  • Attach files
  • Gale Dallyn commented
    26 Jun, 2018 04:19pm

    Thanks Jacob for the information! I will make some changes.

    The popup on the Inventory Maintenance would also be beneficial.

    Thank you,
    Gale
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  • Admin
    Jacob Pegg commented
    26 Jun, 2018 02:10pm

    Gale,

    On both Customer and Vendor, if there is a note present, you can enable security that will automatically pop up the note for the user.  That security is under Vendor Card for the vendor, and then there is a setting for the Customer, Auto Pop Up Customer Note.  As for inventory items, notes can auto pop up when added to a sales document.  That security is under Sales Line Item Note which has a sub-security for enabling auto run.  If you have questions about how any of these pieces work, feel free to reach out to the support team and they can help you out.