Overview
You can configure Weighsoft to display the contents of the Notes section from an account at the top of any quote or order. This helps ensure important information is always visible to users processing quotes or orders
Adding Notes to an Account
Navigate to the account
Click on Modify in the top-left corner
Click on the Notes tab
Enter the required note
Click Save
Display the Note on the Account Screen
Hover over Administration
Click on Settings
Select General
Select Account from the top section
Enable the Show Notes on Account option
Click Save
Show Notes on Orders
Hover over Administration
Click on Settings
Select General
Select Account from the top section
Enable the Show Notes on Order option
Click Save
Show Notes on Quotes
Hover over Administration
Click on Settings
Select General
Select Account from the top section
Enable the Show Notes on Quotes option
Click Save