Are there any features that can pop "reminders" or...
# general
k
Are there any features that can pop "reminders" or maybe the Sticky Notes feature, such that every time I start a new sales order, and have chosen the specific customer, reminders pop up about that customer?
t
g
Another possibility, create a field on the customer record called 'Reminders', have that source to a field on the Sales Order. No script/wf required.