How to: Add a Pop Up note

Overview

Pop up notes are useful on Bill To customers to help remind you of the following things

• Special Pricing offered to customer
• Information that customer requires
• Special notes of how to interact with customer or who to contact
• Etc.

Steps

1. Click on the Lists -> Contacts -> Bill To in the left menu
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2. Double click on the Bill To Customer you want to put the note on, or enter a portion of the name in the Search box and Click search
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3. Click on the Notes tab, and enter your pop up note, and click Update
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4. When you select that Bill To customer on the quote or order screen, your note will be displayed at the top of the screen
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