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Flexible Popup Notes

Upfront: $999.00
Upgrade Assurance: $250.00 (annually recurring)
Releases
26 R1 25 R2 25 R1 24 R2 24 R1
UI
Classic Modern
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Despite their name, in Acumatica “pop up” notes do not pop up when a document is loaded — only when filling special fields (like ‘Customer’). They are also only able to be added in a few places.

This customization enables the ability to add “pop up” notes to almost any screen. Additionally, they pop up when the indicated document type is loaded.

Example 1: Allow adding “pop up” notes to Sales Orders which pop up when the Sales Order is loaded.

Example 2: Pop up the out-of-box Customer “pop up” notes on Opportunities, Cases, etc.

Effort to install / configure: ●◌◌◌◌
Requires a light customer-specific code configuration.