I see a lot of ideas on comments - but not one I can see our requirement on.

Basically when a not or comment is entered on the master file to have an option that this is flaged as a warning or display.

When the customer enquiry is displayed on the main page to display this -
this will also populate on header document or when the customer zoom icon is pressed for more info.

Motivation around this - client has recurring invoices and has to go through each client and drill down to see if a comment was placed to say stop recurring or debit order which is time consuming.

So any note as flagged as important like
"This is a VIP customer" can pop up or display

Thankyou
Ricky

by: Annamarie F. | over a year ago | Financial Management