Whats the best way to add customer specific note? Like a special shipping instruction, or special invoicing details? Preferably something that is hard to miss.

there is a memo field that you can use... however we have a bundle installed called "sticky notes" which is exactly what you think it is. low medium and high priorities and users can respond to stick note ifn eeded

Create custom field for Customers "Special Notes". You can create custom fields for transaction and source the special notes from Customer.

hmm, we would definitely want it to transfer over to the transaction automatically. I'll give @NickSuite’s method a try.

No problem @makon

@NickSuite That works well when editing a transaction, but any ides on how i can populate the filed on transaction create? Getting 'Error: field "xxx" not found' since the customer field doesn't technically exist yet.