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Should the Pop up note set in the customer record display in project?

  • July 24, 2025
  • 4 replies
  • 58 views

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Hi,  I am adding a pop up note in one of the customer.  Should this pop up note can also be displayed when creating project?

Currently it does not show the pop up note and wondering if this is just normal not showing up in creating project. 

 

Thanks

 

Best answer by darylbowman

Were you hoping it did? An extremely simple customization would make this possible.

4 replies

mblassingame35
Semi-Pro II
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The pop-up note does not happen when creating a Project.

 


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  • Author
  • Freshman I
  • July 24, 2025

Thanks ​@mblassingame35 


darylbowman
Captain II
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  • Answer
  • July 28, 2025

Were you hoping it did? An extremely simple customization would make this possible.


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  • Author
  • Freshman I
  • July 31, 2025

Thanks ​@darylbowman.  checking if we can make it display in project.  Thanks for your advise that it is possible for customization. We will check if we will proceed on that thanks