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

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{{Review}}
 
 
 
== Summary ==
 
== Summary ==
The following article explains how you can change the headings on the notes lines on the details tab of a customer account.
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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.
  
 
== More Information ==
 
== More Information ==
*Go to "Systems" -> "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "System Parameters"
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* Go to {{PlatinumSettings}} and search for {{DataValue|customer prompt}}.
*Press {{KeyPress|PGDN}} to Page 5 (Accounts (2))
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* Enter the headings you require in {{DataPrompt|Sales Notes Prompt Lines 1 to 5}}.
*Enter the headings you require in Sales Notes Prompt lines 1 to 5.
 
  
 
== See also ==
 
== See also ==
*[[Creating a New Customer/Supplier]]
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* [[How do I find a customer?]]
  
{{KB_Tags|customer, Notes, Prompt, Prompts}}  
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{{KB_Tags|customer, notes, prompt, prompts}}
{{KB_SL}} {{FAQ}} {{ZN_Admin}}
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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