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Adding sales order pop-up notes for customers.

Customer's Popup Notes are useful to let users know to perform a specific task for a customer when entering a sales order.

  1. Open the Customer's window
  2. Go to the Misc. tab
  3. Enter Edit mode, type in the Popup Note message and check the Popup checkbox.
  4. Save the customer.

Now next time you open a sales order and add the customer on it, the note will appear.