This was my work around. On Customer center, you've got to put the "latest note" you want to see as a pinned note for each customer. Then open Report>Customers ...
This was my work around. On Customer center, you've got to put the "latest note" you want to see as a pinned note for each customer. Then open Report>Customers ...
How about an A/R Report Summary that could have the Customers Notes added as a column. The last note. That way, we can track A/R with that report and see the la...