Navigation: From the Main Menu click Customer Entry then select the W/O Msg tab

Any message entered here will appear in a pop-up window when a workorder or quote is created or edited for this customer in the Sales Entry window. Typical uses include:

  • Warning messages of various kinds.
  • Reminders regarding the customer.

You can also have this workorder message appear whenever the customer is being invoiced by checking the box that says, Also show this message when finalizing an invoice.

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