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Restricting who gets pop up notes

  • 9 August 2023
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When you create a note on a stock item you are able to select ‘Add pop up note’ so that every time that part is added to a sales order, appointment, PO etc it pops up and then the user must click ok for the pop up to go away.

This is great for our procurement team and sales team, however a nightmare for our service team.  Are we able to restrict who gets these pop up notes or which modules they appear in?

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Best answer by Laura02 9 August 2023, 11:49

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Good morning,

Please Vote for your idea on links below. If you add a comment, explaining the need and idea to restrict by Role as you did above, these ideas will boost to the front of the community and hopefully gain more votes. Thank you!

 

 

Laura

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