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Sage Business Works Ideas Portal
Status We're Taking A Look At This
Created by Jessica Smith
Created on Jul 31, 2023

Add custom pop-ups when in OE modules (customer specific buying preferences, etc.)

Add an option to display customer notes anytime their account is accessed in OE quotes, sales orders, & invoices. We see these now when customers are on hold or over their credit limit. I would love to see an additional box at that time of order or qutoe, that says customer specific things like "does not like ABCDXYZ hoses", or "only buys THISORTHAT brand", etc.

You could also toggle these pop-ups to always display or display only in certain functions. Or set them to have an expiration date.

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