The following article first appeared on our blog page (https://singleops.com/blog/) February 27, 2017, and is copied here to facilitate retrieval of information from a central location. Original author: Ari Patwary Edited 01/28/2018 by: Bill Taylor
You may have some clients for whom you wish to have certain information present itself any time you begin considering work for the client. It might be something good, like 'High priority customer! We need this customer to land Company XYZ!'. Or it might be something... not so good: 'Have had trouble collecting... be sure to get cash up front'. In either case, your users need to know this information 'going in' and not be blind-sided halfway into the job.
To make sure your personnel stay informed, you can create a client notice which will present itself any time this client's name is entered into the client field.
How to create a Client Notice
• Select Edit Customer when creating a lead, proposal, or job.
• Scroll to the bottom of the page and click Notice.
• Select Info, Warning, or Critical. These stages are also color-coordinated blue, orange, or red, respectively.
• Populate the Notice Text with the information you wish to have appear in the notification. The notice will present any time the customer’s name is used in the job's client field.