Window Note is not updating based on customer selected

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Posted on by P NOUSHAD

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Hi,

Window Note is not updating based on customer selected. If I update test 11 in windows note, it appears in other customers also. This is happens in currency ID note in customer options also.

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Tim Wappat 5,703 on at

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RE: Window Note is not updating based on customer selected

Frank is correct and this confuses a lot of people. To put a note against the customer, use the note icon shown below.

The note you are using is a note against the Customer Maintenance window itself. You might use this for say putting standard operating procedures in, used for setting up a customer, or a list of short codes or something like that that is handy to reference straight from the window.

Window notes are available on most of the GP form windows.
Frank_Heslin 895 on at

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RE: Window Note is not updating based on customer selected

The Note window you are using is the Note window for Customer Maintenance in general. If you want to add a note to a specific Customer, you need to use the Note that is next to the magnifying glass on the Customer ID line.