RE: Notes on Customer Record to Display on Sales Order
I have a custom field on a customer record with specific notes that relate to sales for that customer. I would like the result/text from this field to display on the sales order form in a different colour and bold. I did have this working using Inline HTML field type but it seems that 2021.1 release changed something and this no longer works. Any help on how to do this would be much appreciated.
You have a couple of different options here. You could configure the custom body field on the sales order to be “Sourced from” the customer record and reference the notes field on the customer record.
Alternatively, you could create a simply workflow with a “Set Field Value” action that would populate the custom body field on the sales order upon entry to the workflow state. This would also need to reference the notes field on the customer record.
I would recommend the former option, as it does not require a workflow.