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Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

Status Already exists
Categories Office System
Created by Justin Higdon
Created on Sep 10, 2018

Add an indicator to the Sales programs so that it is clear there is a note saved for the sales doc without having to first click the notepad icon.

Add a "Notes Indicator" that appears next to the "Show Notes" button on the Jobs, Quotes and Sales Orders screen, when there's a Note in there. 

    • Perhaps the indicator could be a number representing the number of separate notes that are stored there. 
    • Ideally it would be great if the indicator appeared in bold font, highlighted or both when there's a new note added. 
  • Attach files
  • Rich Mulder
    Reply
    |
    Dec 19, 2019

    I would argue that the indicator as it exists today is not sufficient.  A notification like icon (like on your phone for a new text) would be much more effective in attracting attention to that storage feature. 

  • Admin
    Command Alkon
    Reply
    |
    Sep 12, 2018

    An indicator is visible in most screens that shows if a note is attached to record.  It is not a number representing the number of notes but it does let the user know that a note exists for the record that is currently active.