By using this website, you agree to our Terms of Use (click here)
Notifications
Clear all
Everything Else
5
Posts
3
Users
0
Reactions
3,361
Views
December 13, 2019 5:10 pm
I'm looking to create an Import Scenario to add Customer Pop-up Notes. I've successfully added a regular note in the Customer Profile, but I am unsure how to access the pop-up button and notes section. Has anyone done this?
4 Replies
December 16, 2019 1:15 pm
@katie-phillips, see attached example: you will need to manually type in a command (ignore the triangle warning):
December 16, 2019 3:37 pm
@ahmed-z, this worked great! Thank you! How did you know to add "NotePopupText" in the Field/Action Name?
December 16, 2019 4:53 pm
@ahmed-z, this worked great! Thank you! How did you know to add "NotePopupText" in the Field/Action Name?
It was through a support case to Acumatica.
December 27, 2019 12:09 pm
Sweet! I love learning stuff like this. Thanks for sharing.