How do I change the customer note prompts?

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Summary

The following article explains how you can change the headings on the "Notes" lines on the [Details] tab of a customer account.

More Information

  • Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'customer prompt'.
  • Enter the headings you require in "Sales Notes Prompt Lines 1 to 5".

See also


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Keywords AND Misspellings
customer, notes, prompt, prompts