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

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== Summary ==
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The following article explains how you can change the headings on the {{DataPrompt|Notes}} lines on the {{Tab|Details}} tab of a customer account.
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== More Information ==
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* Go to {{PlatinumSettings}} and search for {{DataValue|customer prompt}}.
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* Enter the headings you require in {{DataPrompt|Sales Notes Prompt Lines 1 to 5}}.
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== See also ==
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* [[How do I find a customer?]]
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{{KB_Tags|customer, notes, prompt, prompts}}
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{{How}}{{KB_SL}}{{ZN_Admin}}

Latest revision as of 12:55, 19 December 2019

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