Sales Note Display in Order and Quote Entry

Sales Note Display in Order and Quote Entry
In the Customer Maintenance module, an option to add a “Sales Note” that can be viewed in Order/Quote Entry has been added. When you are in the Customer Maintenance screen, a new section appears above the Tax Codes box as follows:


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To add Sales Notes, click the Edit button to prompt a Display In Sales Note Maintenance box as follows:


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Type notes in the box above that are relevant for Salespeople or Order Processing staff. Click the Save button to keep your notes. The system will also keep track of the person making the most recent changes via the Last Edited box in the bottom left corner. When Sales Notes exist for a Customer, upon entering either a Job or Quote for that Customer, the system will prompt the screen above. Further, a Sales Note button has been added to the top of the Order and Quote Maintenance screens that will prompt only if a Sales Note exists for that Customer.
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