Is there a way, (or plans for) a Private Message Box to be set to appear (pop up) when transactions are created for predetermined Customers or Suppliers?
This would also be helpful to work as a reminder, when completing a transaction. Just an example: someone picking up a system, Invoice is created, and a pop up message (Alert) would reminder the operator that there are other components that go with the system.
I had this feature incorporated in a custom written software. The software itself didn’t work so good; but the Pop Up feature was nice.
In my business, we has Baskets assigned to some work orders (maybe 20%). The baskets would have customer’s software CD, maybe some literature, parts to install, etc:. As the work order would progress to the Ready List, old parts that got replaced would also be put in the basket to give back to the customer.
There was a Field named Basket; if a basket number was entered, the box would pop up when the Invoice was created. Inovice is the last step, before collecting payment.
If the items in the basket were not given back to the customer when they picked up their system, it becomes an inconcenience for the customer to come back for it. it also becomes a hassel to keep up with it, and shelf space being used.
The pop up could be a simple message, such as “See Note”. A button that would bring up “Private Note” would be fine. Every business has those Not So Desirable customers; an alert to check out the Private Notes can be a life saver.
However I’m planning to add popups and notes. Custom fields are already implemented. So in a few months, it might be possible to make this work using popups+custom fields or popups+notes.
Thank you @lubos for taking into consideration in the near future, that would be useful since we using this desktop version in our cooperative company which needed a pop up reminder or a side note that will remind my accountant for incoming payment dues and necessary task inside the Manager System, we appreciate so much for this wonderful application you developed. Hopefully in future when we expand our operation we can migrate into Server or Cloud Edition.
@85380ME, you were responding to a thread more than four years old. Many things have changed since then about the program. Many features have been added. Reminders about receipts and payments due are in the Aged Receivables and Aged Payables reports. Recurring transactions of several types have been added. Can you provide an example of something else your accountant needs to be reminded of?
Yes, I fully understood what you were asking about. I was telling you where the information could be found. I also asked for an example of how you would use the feature, but you declined to answer. The capability you want may be already available.
Thank Tut, since I am very new and considered novice user of Manager I would wait for more feature to unfold. I am always updated though I am using the desktop version, I always manually updated the system as soon as it release, so I believed the features I am looking for is not yet there, I can wait for it. Thank you, so much.
