Integra Ideas

Idea and discussion portal for the Integra product line. Users may submit, view and vote on ideas submitted by all users.

Add popup notes when you access customer maintenance

We add multiple notes to a customer file.  It would be beneficial to us if you could mark a note to pop up that you would like everyone to see if they access a particular customer.  Example, if you had wrote them off as a bad debt or if you had multiple returned checks.  This should be similar to pop up notes from customer maintenance to dispatch. 

  • Kim Cole
  • Apr 25 2019
Back Office Module
  • Attach files
  • Kim Cole commented
    July 29, 2019 15:39

    This would be beneficial to pop up anytime the customer # was required to be entered from cash receipts, ticket maintenance, customer maintenance, etc.

    Attachments Open full size

Related ideas