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Questions Import Scenario to add Customer Pop-up Notes

 
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Last Post by Tim Rodman 6 years ago
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Katie Phillips
Posts: 19
 Katie Phillips
Topic starter
December 13, 2019 6:10 pm
(@kphillips)
Eminent Member
Joined: 6 years ago

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? 


Topic Tags
Pop-Up Notes
4 Replies
AhmedBahar
Posts: 29
 AhmedBahar
December 16, 2019 2:15 pm
(@ahmedbahar)
Eminent Member
Joined: 6 years ago

@katie-phillips, see attached example: you will need to manually type in a command (ignore the triangle warning):


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Katie Phillips
Posts: 19
 Katie Phillips
Topic starter
December 16, 2019 4:37 pm
(@kphillips)
Eminent Member
Joined: 6 years ago

@ahmed-z, this worked great! Thank you! How did you know to add "NotePopupText" in the Field/Action Name?


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AhmedBahar
 AhmedBahar
(@ahmedbahar)
Joined: 6 years ago

Eminent Member
Posts: 29
December 16, 2019 5:53 pm
Reply toKatie PhillipsKatie Phillips
Posted by: @katie-phillips

@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.


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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
December 27, 2019 1:09 pm
(@timrodman)
Famed Member
Joined: 11 years ago

Sweet! I love learning stuff like this. Thanks for sharing.


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