If you have notes attached to your AR Customers and you want those notes to automatically appear on screen when you’re working with those customers in Sales, you can now set notes to show as the default.

On the Customers tab in the Sales Set Up Sales Entry Layout window, there is now an option to Automatically show existing notes.

If you select the check box, when you choose a customer in the Sales Entry window who has notes on their AR Customer record, those notes will appear on screen.