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How to show notes details in the Bills and Adjustments summary?

  • Apr 16, 2024 10:37 PM UTC
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Hi,

Is it possible to show the details of the note in the “Bills and Adjustments” summary screen as a separate column? At the moment, I have to click on the Note icon to see the details.

Thank you.

Regards,

Raymond

Best answer by Laura03

Hello,

There is no checkbox or option to change the way Notes display in Bills & Adjustment Preview List (no check box to change note default behavior in any screen). “Out of the box,” Notes appear as yellow Clip icons and we click on them to see details.

With customization, Note behavior could be changed.

 

Laura

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Laura03
Captain II
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  • Captain II
  • Answer
  • Apr 17, 2024 9:26 AM UTC

Hello,

There is no checkbox or option to change the way Notes display in Bills & Adjustment Preview List (no check box to change note default behavior in any screen). “Out of the box,” Notes appear as yellow Clip icons and we click on them to see details.

With customization, Note behavior could be changed.

 

Laura

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  • Author
  • Jr Varsity III
  • Apr 17, 2024 6:05 PM UTC

Thanks Laura!

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