Views Customer Notes in Inquiry Window

  • Views Customer Notes in Inquiry Window

    Posted by DSC Communities on December 7, 2016 at 2:50 pm
    • Robert Nash

      Member

      December 7, 2016 at 2:50 PM

      P6D9xdQBu79TO1L04NEQ_Cust Note.jpg

      In the Customer Maintenance Window through Cards I can view/add Notes to a Customer (see above).  When I look at a Customer’s information through Customer Inquiry, I do not see that note icon.  Is there a way to view Notes related to a Customer in the Customer Inquiry Window?

      ——————————
      Robert Nash
      PharMEDium Services, LLC
      Lake Forest IL
      ——————————

    • Bill Schulz

      Member

      December 8, 2016 at 11:41 AM

      Robert

      This is not available “out of the box”. However, see this post by Mariano Gomez related to accomplishing this with a customization:

      http://dynamicsgpblogster.blogspot.com/2008/09/how-to-display-existing-record-notes-on.html

      If you are like me, this is beyond my level of comfort, but a programmer or your GP partner should be able to accomplish it for you.

      ——————————
      Bill Schulz
      Turnkey Technologies, Inc.
      St. Louis MO
      ————————————————————————-

    DSC Communities replied 7 years, 4 months ago 1 Member · 0 Replies
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