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

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  • 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.

  • 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
    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.

  • 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 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?