Internal Notes

Internal notes allow the storage of information related to a customer or a vendor that may be interesting to keep in mind when making a purchase, sale or service.

Create Internal Notes

To create notes linked to customers and vendors we will use the "Internal Notes" button in the "Customer" / "Vendor" tab on the list and card type pages:

Once here, we will choose the way the note will be shown by selecting an option from the Show As list: (Notification, Alert).

You can narrow the scope of internal notes so that they are shown only on some of the purchase, sales or service documents:

General Notes

A general note is one that is shown to the user on all customer or vendor documents when it is assigned to that customer or vendor.

Specific Notes

A specific note will only appear on those documents specified by the user. You can, for example, create a note that only appears for Purchase Quote and Purchase Order documents.