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.

Beginner Asked on June 16, 2021 in How To's.
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2 Answer(s)

Are you wanting the formatting in the UI or the printed output?

Rookie Answered on June 16, 2021.

I am wanting in the UI for then the sales people are entering the sales order

on June 16, 2021.
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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.

Beginner Answered on June 17, 2021.

The issue is not how to get the data but how to get formatting – the bold and different colour text

on June 17, 2021.

Got it. Something else to consider then, given that you said it was working prior to 2021.1.

As part of the 2021.1 upgrade, some NetSuite accounts had the feature “Disable HTML in Search Formula (Text)” modified. I would recommend checking your NetSuite environment to see if that setting (under Company Preferences) was modified as part of your 2021.1 upgrade. If so, changing the setting back may resolve your issue.

on June 17, 2021.

Hi Margie, did this resolve your issue by chance?

on June 21, 2021.
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