Adding “Alert Notes” to Sales Orders
How to add an alert note to specific customers to remind me to do something every time I create a Sales order for that customer?
Hi there,
There are a couple of ways you could do this – depending on what you are looking for and what you want the ‘alert’ to look like.
Simplest way would be to use custom fields on the Customer records that would contain your ‘Alert Note’. When creating a sales order, you would have a custom field on the sales order form that would automatically pull that related customers ‘Alert Note’ onto the sales order. Its a visible note but not a “pop-up” alert.
A workflow would accomplish this as well. Again, you would need a custom field on the customer record to store the alert note. The workflow would be set to display this message as an interactive pop-up when that customer is selected on a sales order.
Lastly – client script – this more advanced method uses SuiteScript and could display more dynamic alerts (again, depending on your requirements). The script, deployed to the Sales Order, detects when a customer with an alert is chosen and then programmatically shows a pop-up or performs other custom actions. It offers the most flexibility for complex alert logic.
Happy to help with any of these if needed.
Thanks,
Greg
