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:
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