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Organisation Message Alerts

Background

Have you ever had the need when invoicing a particular organisation that you want to remind staff to do something?

Solution

For that particular organisation, consider setting a “Transaction Message Alert”:

  1. Load the organisation you are interested in.

  2. From the Control Panel, choose Main Details.

  3. 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:

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