Viewing Customer Notes
After you select a customer, you can view any notes that were entered on the Notes tab of the AR Customers window.
The Notes button is only available if it is included in this sales entry layout screen (see Customizing the Sales Entry Window).
If the Automatically show existing notes check box is checked in the layout screen, customer notes will appear automatically.
To view existing notes or add new notes for the customer:
1 In the Sales Order Entry or Sales POS Register window, click the
Notes button to the right of the
Customer field or the
Notes button on the
Quick Access Bar.
Click thumbnail for larger view of image.
2 When the Notes menu appears, you can review or enter information about the selected customer.
Published date: 11/22/2021