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How can you indicate the pop-up note exists for a record?

  • April 29, 2022
  • 1 reply
  • 298 views

dgodsill97
Varsity I
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Regular notes change the icon on the primary list to show a record has a note but if the note is a pop-up, it does not change.  The Acumatica suggested work around to open the record does not seem to be a reasonable solution.

Best answer by Naveen Boga

Hi @dgodsill97  On the Primary Lists, Acumatica will show only the Regular Notes but NOT the Pop-Up notes.

As a work around, you can JOIN with the NOTE table and bring the pop-up note on the Primary List.

I just did a sample example, and hope this helpful.

 

1 reply

Naveen Boga
Captain II
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  • Captain II
  • Answer
  • April 30, 2022

Hi @dgodsill97  On the Primary Lists, Acumatica will show only the Regular Notes but NOT the Pop-Up notes.

As a work around, you can JOIN with the NOTE table and bring the pop-up note on the Primary List.

I just did a sample example, and hope this helpful.