Any number of communication notes or alerts can be added to an order, to track customer conversations or anything important to be remembered. Read the Communications manual topic for additional information.
Insert Date/Time – The system date and time will be added to the text memo box at the end of the entered text.
Add Attachment – Include a link to a saved file such as an Excel spreadsheet or an image.
Add Link – Include a link to a Web URL or a saved file. A linked-to file should ideally be a location available to all users.
Open Related – Opens the module and record for the source of the message.
Mark Completed – Click this to set the Completed Date and Time values from the system.
Subject – The subject the user put on the communication.
Group Type – Choose from a list of company-specified Note types to categorize the note. For example, “Follow-Up” or “Important”.
The text memo box is where the note information is entered, and under this is listed all attachments which can be opened by clicking the one desired to access.
Details
Assigned To – The user’s name that the communication is assigned to.
Number – Extra numeric field, used for reporting purposes.
Due Date – Fields for the date and time when the assigned communication is due for completion.
Completed Date – Fields for the date and time when the communication was marked as completed.
Reports
Print – Enabling this option will printed the note text on whichever form was selected for Display Type.
Display Type – The form that this communication should print on. For example on Invoices or Purchase Orders.
Display
Alert – Enabling this option will pop up the note text in an alert window when editing the sales order.