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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  • Tazzie's avatar
    Tazzie
    User
    4 years ago

    Hightlighting notes is quite common in other programs even some MYOB systems I have used in the past.  It is very irritating not have the Notes Hightlighted, whether it be a popup or a highlighted tab.

     

    Lets get this very necesary small change done in the programming, please and thank you

  • leahh18's avatar
    leahh18
    User
    2 years ago

    Myob any closer to having this pop up option?

     

    I need it for special price reminders. Only certain customers get a special price on some things so need it to pop up so everyone remembers to check.

  • Maree06's avatar
    Maree06
    Contributing User
    2 years ago

    I too would love to have pop up notes. I used them all the time in our old system. We used to have 'Sales Notes' and 'Accounting Notes' and they would pop up if you ticked the box 'Display as a reminder at the start of each sale/order'.

    This would be brilliant

     

  • ggd's avatar
    ggd
    User
    11 months ago

    I'm not sure how to vote but I have started using MYOB the past 10 months and I would use this feature ALL THE TIME.  Yes please add pop ups to customers when doing invoices.  

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    11 months ago

    Hi ggd, 

     

    Thank you for your post. We would like to extend you a warm welcome to the Community Forum. We hope you find it a valuable resource.

     

    We understand how important this feature is to your business, and I've passed this on to the relevant team. Regarding how to vote for the posted idea, you can select the "like" button beside the comment button.

     

    We have always valued and appreciated your suggestions and feedback.

     

     

    Cheers,

    Princess