Flow's avatar
Flow
Experienced Cover User
10 years ago
Status:
Open

Sales: Pop up message to check/add customer details

Is it possible to have a 'Sales Note' field where you can record certain notes about a customer that staff must be aware of during EVERY sale?

 

Currently we have a customer who needs to have job addresses appear on their end of month statement. This means our user must overtype the 'Sale Journal' field so that the 'Description' coumn on the statement will accurately show the job address. In order for staff to remember to do this it would be great if there was a pop up prompt when that customer is picked for a sale that reminded staff of this specific procedure.

 

I could see this being useful for lots of reasons as there are always special customers who need something different and this would be a way for users to ensure those special needs are not overlooked or forgotten. 

"Customer Notifications"

 

If a new notes field is not possioble for this purpose than possibly a check box below the existng notes field that said "Display Notes at time of sale"

 

Thanks 

Sarah

 

"Note Popup to show/remind user to check/add customer details to invoice"

Cards
Sales

27 Comments

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  • SDHBVUKBV's avatar
    SDHBVUKBV
    Experienced Cover User
    6 years ago

    Hi,

     

    We have a mix of customers. Some are happy with peoples names as PO's, some want PO numbers, some don't care, some want PO numbers all the time and to ignore what the owners/directors say when buying things.

     

    It would be nice when setting up a customer to have a tick box that comes up with what ever message you tie to that box and customer i.e. Must have a PO, and wont let you proceed unless you click OK.

     

    As a follow up to this, it would be nice to have the "Customer PO No." box being able to be selected on a customer by customer basis to have an entry before it can be processed, similar to "Salesperson". If "Salesperson" is not selected the quote/invoice cant be processed.

     

    In both cases this would have to be customer by customer not a global setting.

  • Bellejayne's avatar
    Bellejayne
    Contributing Cover User
    9 years ago

    Hello, 

     

    We are starting to get numerous contracts in place with a whole range of different customers. At the moment we are storing the contract notes in the 'card details' tab in each customers name. This could be special freight rates or important instructions about their goods.

    We were wondering if this could be a pop up window- (much like the credit limit window), so that before you record an invoice/order, you have to confirm these notes. This way we are consistant for our clients and we dont have to remeber each particular contract. 

     

    Please vote if you think this would be helpful for you!! Thanks :)

    • Mags's avatar
      Mags
      Trusted Cover User
      9 years ago

      We are also following the same processes as yourself and it is time consuming to look up the information and staff have to remember to check!  A special pop up window sounds great for those scenarios and would save so much time.

  • PArtington's avatar
    PArtington
    Experienced Cover User
    2 years ago

    It would be great to have a comments box in the card file for customer instructions that would pop up at invoicing time but not print on the invoice.  For example Do not send invoice with the delivery.

     

     

    • HDG's avatar
      HDG
      Experienced Cover User
      2 years ago

      It would also be good to be able to print or not print line items prices for customers.

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago
    Status removed:
    New

    Hi Flow

    Thank you for your idea in regards to AccountRight and customer sales.

    Are you able to confirm that you would also like this "Notes" field to appear in the statement for the customer as well or is it only in the Sales Window while entering the sale that you would like it to appear?

  • Flow's avatar
    Flow
    Experienced Cover User
    10 years ago

    Hi Steven,

     

    For my purposes it would  just be a pop up at the time of sale entry as a reminder or prompt for the person entering the sale. 

     

    Thanks,

    Sarah

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago
    Status added:
    Open

    Hi Flow

    Thank you for clarifying that information in relation to your idea.

    I would encourage others that would like to see a pop up notification that alerts the user to certain customer requirements or notes to votes and comment if required for this idea.

  • mcv's avatar
    mcv
    Experienced Cover User
    10 years ago

    i like thisa idea - could we have it customised to alter when it pops up - ie i would like to have it when i start a new job for a customer - a pop up could appear with the names of people on site - and if i could copy and paste this into the job card then my customers will think we have remembered there names

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

     Hi mcv

    Thank you for your feedback and additional thoughts into this idea. I have shared them with the team.

  • Jacqui_M's avatar
    Jacqui_M
    Trusted Cover User
    9 years ago

    I think the customer prompt (pop up) should display anytime the customer is selected, e.g. new invoice, new job, opened to view.

     

    A popup prompt on inventory items would also be helpful, e.g. for special handling instructions or cross selling.

  • AA2015's avatar
    AA2015
    Cover User
    9 years ago

    This is a very good idea & exactly what I have come to this forum looking for.

     

    Admin are we any closer to having this new feature added??