Ability to Import Advanced Notes
Currently, the Customer advanced notes setup and Vendor advanced notes setup areas only support manual entry. Customers with large volumes of note setup for item/customer combinations have no way to import the notes in from a legacy system, or to create new en masse. Furthermore, there is no a...
STATUS DETAILS
New
Copy Customer Notes at Address Level to Sales Order
Currently users are able to add notes at the customer level, and in conjunction with the "Copy notes when transferring to sales order" Accounts receivable parameter, have those notes flow automatically to the sales order. However, if notes are added for an address setup for a customer, those n...
STATUS DETAILS
New