How To: Create a General Note as a Telesale Prompt

Customer-specific notes can be displayed automatically as a Telesales Prompt when a new sales order is created.
This is useful for highlighting important information to sales staff, such as delivery instructions, account requirements, preferred contact methods, or other customer-specific guidance.
The information displayed is taken from the [ Detail | CRM | Free Text Notes ] tab. For information on creating customer notes, see How To: Enter Customer Specific Notes.

Enable Customer Notes as a Telesales Prompt

  1. Open a Customer screen using (show me how).
  2. Load the required customer record.
  3. Ensure you are on the [ Customer | Detail | General ] tab.
  4. Press Alt + E or click the Edit button to enter edit mode.
  5. Tick the Show Gen Note as TP checkbox.
  6. Press Ctrl + S or click the Save button to save the customer record.

What Happens Next?

When a new sales order is created for the customer, the notes stored in the [ Detail | CRM | Free Text Notes ] tab will be displayed as a Telesales Prompt.
This ensures important customer information is visible to the user at the point of order entry.

Tips

  • Use customer notes to highlight information that sales staff need to see regularly.
  • Keep notes concise and relevant to avoid overwhelming users during order entry.
  • Review customer notes periodically to ensure the information remains accurate and up to date.

See Also


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