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Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Sales: Pop up message to check/add customer details

Experienced Cover User

37Posts

131Kudos

0Solutions

37 Posts
Experienced Cover User
Australia

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"

Current Status: Open
Last Changed: April 2015

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.

21 Comments
Tazzie
1 Post
User

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