Customer - Important Notes

Customer - Important Notes

Introduction

Inside a customer record we have a field called ‘Important Notes’ where you can catch specific customer-related information,
that you would like everyone to pay attention to.
These ‘Important Notes’ are added with the view of you never missing the most critical details you need the team to know, these notes are only visible to staff users.
Any text entered in this field:



Display

Will show as a pop-up when their customer record is selected when a quote is started:


Note: 
If this field is empty then the ‘Important Note’ feature is not activated and standard printIQ features will work as expected.
The user must click the ‘I Understand’ button to continue the quote.


The note will also show in the ‘i’ hoverover for future reference:


As we know, sometimes the team who creates the quote/request for quote, may not be the same team who convert these into an order.
With that knowledge and knowing the Important Notes is key to all users,
we have added the information to the Summary Section at the bottom of the Order Details screen:




We have two ways that this feature can be implemented. 
  1. By default, the system will pop up the ‘Important Notes’ box once for every quote or Request for Quote created.
  2. The second option is to have the original pop up box appear every time any quotes product is opened or any quote is altered.
    Note: To action this option rather than the default, please contact your printIQ support team to assist in the setup.


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