Benefits
- Ensures proper company wide communication
- Remember important details about a Customer, Vendor, Item or Service Item
- Pop-Up Notes can serve as alerts
- Put your customer comments in visual pop-ups
Pop-Up Notes
Pop-Up Notes is designed to pop up friendly reminders to your Customer Service Representatives. You ensure consistent company-wide communication as notes pop- up during Sales Order or Purchase Order Entry.
It is ideal for Customers, Vendors, Resources, or Items; or a combination of Customers/Items and Vendors/Items. The short video below is an excellent demonstration of how you might use Pop-Up Notes in your business.
Key Features
01
Automatic Pop-Up during data entry
02
Available for a specific vendor, customer and item
03
Easily specify where Pop-Up will display such as sales, purchase or service orders
04
Managers can create Pop-up Notes in one place and all staff will automatically get the messages
05
Effective and expirations dates control when the note pops up
06
Remind sales staff of upcoming promotional events or up-sell opportunities
07
Alert users to important details about a customer, vendor, items or service item.
Other products in Productivity group