{"id":791,"date":"2014-02-18T12:24:55","date_gmt":"2014-02-18T18:24:55","guid":{"rendered":"http:\/\/www.iqaccountingsolutions.com\/blog\/?p=791"},"modified":"2014-02-18T12:24:55","modified_gmt":"2014-02-18T18:24:55","slug":"creating-pop-up-messages-for-customers-in-sage-50","status":"publish","type":"post","link":"https:\/\/www.iqaccountingsolutions.com\/blog\/creating-pop-up-messages-for-customers-in-sage-50\/","title":{"rendered":"Creating Pop-Up Messages for Customers in Sage 50"},"content":{"rendered":"<p>One of the new features in version 2014 of Sage 50 that I have really come to appreciate is the ability to set a pop-up reminder message for any customer. The message pops up on quotes, proposals, sales orders, invoices, or credit memos. Since you can set up a different message for each customer it&#8217;s useful in many situations, such as:<\/p>\n<ul>\n<li>Reminder to always get a PO from a customer who requires them<\/li>\n<li>List of people authorized to place orders<\/li>\n<li>Reminder to use a credit card the customer has left on file so you don&#8217;t send them an invoice and then wonder why they didn&#8217;t pay it (of course this is a purely hypothetical example, not something I have ever done)<\/li>\n<li>C.O.D. notice<\/li>\n<li>Special requirements for a customer<\/li>\n<\/ul>\n<p>Setting up the pop-up message is easy. Select the customer in the <em>Maintain Customers\/Prospects<\/em> window. Go to the <em>Payment &amp; Credit<\/em>. Under <em>Terms and Credit<\/em> select <em>Customize terms for this customer<\/em> from the drop-down list. A list of terms and credit options will appear. Set <em>Credit Status<\/em> to <em>Always Notify<\/em>. A box will appear that you can type your reminder message into. Of course, don&#8217;t forget to save your changes when you are done. Now, any time you enter this customer&#8217;s ID on a new quote, proposal, sales order, invoice, or credit memo; or when you print, email, or save changes to one of those transactions, your message will appear.<\/p>\n<p><iframe loading=\"lazy\" width=\"500\" height=\"281\" src=\"http:\/\/www.youtube.com\/embed\/WxCiqrWBgz0?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the new features in version 2014 of Sage 50 that I have really come to appreciate is the ability to set a pop-up reminder message for any customer. The message pops up on quotes, proposals, sales orders, invoices, or credit memos. Since you can set up a different message for each customer it&#8217;s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[9,3],"tags":[],"_links":{"self":[{"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/posts\/791"}],"collection":[{"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/comments?post=791"}],"version-history":[{"count":2,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/posts\/791\/revisions"}],"predecessor-version":[{"id":793,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/posts\/791\/revisions\/793"}],"wp:attachment":[{"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/media?parent=791"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/categories?post=791"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/tags?post=791"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}