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Mutiple Customer Notes

  • 13 February 2024
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when setting up a customer currently there is one “Notes” section can a second or even a third notes section be added.  In our old system we had multiple notes one for contract information one for delivery information and one for common purchased items. we had no limit to the number of notes we could add. You just chose the one you needed by the title.

I only see one “notes” in Acumatica can a second be added so we don’t have to scroll the only Notes to find the one that will answer a question about the customer needs.

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Best answer by darylbowman 13 February 2024, 15:53

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Badge +11

The notes and files in Acumatica are baked into the product very intentionally at every level. You can easily enable notes and files on any table (as a developer). However, there would be nothing stopping you from implementing a different notes system that suited your needs more.

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