Where do Sales order company Notes pull from? : Prima Edge Inc

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Where do Sales order company Notes pull from? Print

Modified on: Thu, Mar 17, 2022 at 11:56 AM

To have automatic 'Company Notes' on a Sales Order this would be set within the Companies module.

Once you are in the specific Company, click on the Marketing tab and where the 'Notes' section is, this is where the 'Company Notes' would pull from on the Sales Order.

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Where do Sales order company Notes pull from? Print

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