Difference between revisions of "How do I change the customer note prompts?"

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== More Information ==
 
== More Information ==
* Go to {{Menu|Systems|{{RP}}|Maintenance Options|System Administrator|System Parameters}}.
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* Go to {{PlatinumSettings}} and search for {{DataValue|customer prompt}}.
* Press {{KeyPress|PG-DOWN}} to Page 5 (Accounts (2)).
 
 
* Enter the headings you require in {{DataPrompt|Sales Notes Prompt Lines 1 to 5}}.
 
* Enter the headings you require in {{DataPrompt|Sales Notes Prompt Lines 1 to 5}}.
  

Revision as of 16:34, 13 September 2016

Summary

The following article explains how you can change the headings on the "Notes" lines on the [Details] tab of a customer account.

More Information

  • Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'customer prompt'.
  • Enter the headings you require in "Sales Notes Prompt Lines 1 to 5".

See also


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Keywords AND Misspellings
customer, Notes, Prompt, Prompts