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
  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
  3. Click on the Notes tab, and enter your pop up note, and click Update
  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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