Organisation Message Alerts
Have you ever had the need when invoicing a particular organisation that you want to remind staff to do something?
For that particular organisation, consider setting a “Transaction Message Alert”:
- Load the organisation you are interested in.
- From the Control Panel, choose Main Details.
- Under Transaction Message Alert, type whatever message you want to automatically appear when this item is used in a transaction (invoice, purchase, credit note, booking etc).
Then when that organisation is used in a transaction (eg. an invoice), a message will automatically appear: