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
Solved
Should the Pop up note set in the customer record display in project?
Best answer by darylbowman
Were you hoping it did? An extremely simple customization would make this possible.
+4The pop-up note does not happen when creating a Project.
+16Were you hoping it did? An extremely simple customization would make this possible.
Thanks
I have the same inquiry but not on the Project screen. We have setup a pop up note on a customer. When I create an Invoice using that customer through Invoice and Memos screen, the pop up note will show up. But if we create/generate the Invoice through Project Run Billing, the pop up note won’t show up on the Invoice screen. Is that limited to only creating the Invoice on Invoice and Memos form?
+16...if we create/generate the Invoice through Project Run Billing, the pop up note won’t show up on the Invoice screen.
Not even as a ‘warning’ (little yellow exclamation) on the Customer field?
...if we create/generate the Invoice through Project Run Billing, the pop up note won’t show up on the Invoice screen.
Not even as a ‘warning’ (little yellow exclamation) on the Customer field?
There was a warning sign on the Customer field but not related to the Pop up note. Warning sign says ‘The customer’s day s past due number of days has been exceeded.’ while the pop up note is regarding ‘On Credit Hold’.
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