Sales: Notification pop up appears after selecting card

[GreenLiv]

Hi we have customers that have different requirements. i.e we print all invoices but some customers want them emailed.  Is there a way to program a card file to have a pop up message so that everytime you invoice that customer a reminder of what is required pops up?

"'Customer Notifications"

[Matthew_W]

Thank you for your suggestion, making the preferences that you set more obvious is something that we would be happy to consider for a future update. Please make sure to vote if you'd like to see this added. As a side note, currently you can currently set those Customers to have their default delivery to "Print and Email", which will make it appear in both sections. If you only set this for the ones that want both you would just have to go through this list regularly.

[Furneysaccounts]

I would like to be able to set up messages on separate card files so that when I choose a customer, the message pops up for me to see.

I have cross references in the system and it would work better if it came up with a message saying please use the account "..." instead of this one.

Other possible messages are customer specific comments - like must have an order number/name/...

[ABNA1]

We need an alert to pop up when invoicing 

to alert the operator to particular  pecularities of each client