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Old 02-11-2015, 10:33 AM
qmetals qmetals is offline
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Join Date: Feb 2015
Posts: 1
Exclamation Customer Account Flagging-Enterprise Solutions

As an Accounts Receivable Manager I find it very frustrating and perplexing why Quickbooks Enterprise Solutions does not have the ability to create Custom Messages that would appear in a pop-up box when a Customers name is entered in a transaction (i.e. Estimate, Sales Order, Invoice). A very simple approach would be to go to the Customer Center>select the customer>click on a selector button activating a Custom Message box and enter your custom message. This could be used for many more functions besides Accounts Receivable messages. Notes, warnings, and customer preferences could be included.
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account flagging, accounts receivable, product suggestion

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