WHEN A NEW PUBLIC NOTE IS UPDATED ON A CUSTOMER FILE WE SHOULD HAVE A ICON APPEAR IN THE "GENERAL CUSTOMER INFORMATION" BOX
SALES HAS NO WAY TO KNOW IF ACCOUNTING OR MANAGEMENT HAS HAD CONVERSATIONS WITH CUSTOMERS AND UPDATED NOTES UNLESS THEY LOOK AT NOTES SPECIFICALLY, WHEN NOTES ARE UPDATED THERE IS NO INDICATOR SO SALES MAY NOT KNOW TO CHECK THE NOTES FOR IMPORTANT THINGS LIKE "IF PAYMENT NOT RECEIVED BY FRIDAY THE CLIENT WILL BE ON HOLD" AND AT SAME TIME, A PRE BOOK MAY BE ENTERED THAT MAY NEVER BE SHIPPED OUT, IF SALES PERSON WAS MADE AWARE RIGHT AWAY ABOUT UPDATED NOTES, THE BOOKING MOST LIKELY WOULD NOT BE ACCEPTED UNTIL LATE PAYMENT ARRIVES OR SALES CAN WARN CLIENT TO BE SURE THE CHECK IS IN SO PRE BOOK DOESN'T GET HELD UP.
THAT'S MY SUGGESTION TODAY.CAN YOU DIG IT?
Great suggestion! Hopefully, a few more users vote on the idea so we can evaluate it for development.
Thanks a bunch,
The Komet Sales Team
Dan Reilly commented
When a note is updated in the customer notes section. There should be email that goes to admins, accounting, and the associated salesperson. This way everyone knows. Much like when a credit limit is changed