Notes (popup)
A note icon will alert you if a note has been added to a Quote, Order, or Invoice. All notes can be accessed from the note icon on the edit window. Now you can visually see, without changing the view, that a note has been applied.
Grey letter indicates there is no note. Green underlined letter indicates a note exists. Red with an “!” means the last note added contained the word urgent.
The word “urgent” is not case sensitive. If a newer note is added that does not contain “urgent”, the notes icon will be green as it was previously.
The “urgent” red icon will appear anyplace where that notes icon is displayed. Along with being displayed in the customer, quote, archived quote, order, invoice, it will also be displayed within the Notes column on the Receivables, Order Tracking, and Order Products lists.