gtladmin
Active Member
Diving is fun, diving is fun!
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Yeah, resurrecting an old post here...
Holly is again reporting this same issue. She says "..Customer alert notes do not 'pop-up' when sales orders are copied..." which is done quite a bit for a specific type of order. Since there is not a default setting for something like this that we can find mwhat should I be looking for to make this work?
Example would be Holly has an alert that advises to "Email invoices only" or "Freight Collect only", so these notes would need to pop-up for sales staff to seen so that they can add this info to the sales order notes or change the order accordingly.
Holly says sales tries to remember to look at the customer record when doing the order but they don't always remember, so she wanted a fool-proof way to make sure the alerts always come up when entering the order from the copy.
Any way to do this, or is it "it is what it is"?
Kind regards,
Val
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Alerts on notes from Copied Sales Orders (Read 2833 times)
