Sage 100 Contractor 24.1 - New Important Notes feature

This is a great new feature, but has a significant flaw.

The important note uses the same field in the database, so therefore an important note prints on all documents where a note filed is already used on a printed form.  The means that if you want to put important notes about a client, property, invoice, etc that would be for internal use only, it would also get printed on any documents that might potentially get seen by the client or staff that shouldn't see it.  Such notes would be difficult customer, late payer, etc.

Anyone have a work around to this?

Parents
  • Hi Nick. You raise a good point and we will certainly look into it. In the meantime, one suggestion would be to put such internal notes in the 3-5 Job or 3-6 Client record instead of the invoice itself. With 3-6 you can also do a Client Alert as well which pops up whenever an 11-2 invoice uses that client, and these do not get printed on the invoices.

Reply
  • Hi Nick. You raise a good point and we will certainly look into it. In the meantime, one suggestion would be to put such internal notes in the 3-5 Job or 3-6 Client record instead of the invoice itself. With 3-6 you can also do a Client Alert as well which pops up whenever an 11-2 invoice uses that client, and these do not get printed on the invoices.

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