Pop up note when a specific customer is selected

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Timothy Pipp

• 2021年01月19日 14:42

We use internal notes often for when a customer comes back but unless we remember to always read the notes, that info could get lost. Something like a discount or issue we had on previous orders. It would be nice if there was a check box by the internal note to "Pop up when customer is selected" to alert the sales person. 

Examples of customer notes that could use something like this- Customer did not like sizing on last order, We owe customer 10% off next order, Double check ship to address, Do not email customer only call.

 

 

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  Zach Curry (c)

  • 2021年02月05日 16:26

  YES FOR SURE! 

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