Customer Notes

This FAQ describes how to set up customer messages and notes.

Message Setup

• To display a default message or custom note, navigate to Accounts Receivable > Customers, and select a customer.
• The Default Message will insert the text into any new orders.
• The Note appears in red directly above the item list.
  • The note appears as a pop-up warning if the Show Notes Popup checkbox is selected.

Default Messages

Paradigm displays the default message on all new orders, located in the Message to Print section. The default message does not appear as a pop-up warning when the order is created.

Notes

Use notes only for individual customers with unique requirements. When enabled, a note appears as a pop-up warning whenever a new order is created for that customer. The note also appears in red directly above the item list. Each note must be entered separately for the customer it applies to.