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Customer Analysis - Latest Notes column

  • March 23, 2021
  • 4 replies
  • 121 views

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Hello Everyone, would anyone have any thoughts to share on the below clarification. In app8 version, in the “Customer Analysis” window, users are able to use the copy paste function to add/update notes to the Latest Notes column. However in app 10 version notes to the each lineitems needs to be added as new record individually by going in to the Notes pop-up by RMB and has created few additional setup compared to previous version. However this is a functional enhancement as the current flow has a trail of timestamp and improved data validity as it was not available in the prior session. what is the users required the previous versions functionality and can that be done in the current version?  

Best answer by Ruwanjala Jayawardena

Hi Ilham,

 

I noticed your name later : :smile: Even if to use the copy-paste option you will have to go to the RMB option. The change was done for additional usage of multiple notes and history credibility. 

 

BR,

Ruwanjala 

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4 replies

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Hi XitIlhamI,

 

The only possible way to enter Notes is using the RMB option and that’s the expected behavior as additional information as Time Stamp and User ID is needed information. 

 

Best Regards,

Ruwanjala


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  • Author
  • Sidekick (Partner)
  • 11 replies
  • March 29, 2021

Thanks Jala. However, in app8, the user had the option to copy-paste the notes and it is the same setup in app10. 


Forum|alt.badge.img+8

Hi Ilham,

 

I noticed your name later : :smile: Even if to use the copy-paste option you will have to go to the RMB option. The change was done for additional usage of multiple notes and history credibility. 

 

BR,

Ruwanjala 


Forum|alt.badge.img+5
  • Author
  • Sidekick (Partner)
  • 11 replies
  • March 29, 2021

Got it. Thank you. :grinning: