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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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In Acumatica, despite their name “pop up” notes do not pop up when a document is loaded — only when filling special fields (like ‘Customer’). Plus, you can only use popup notes in a few places.

This customization can add “pop up” notes to almost any screen. Additionally, they actually pop up when the screen is loaded.

For example

  • you could add a “pop up” note to a Sales Order which pop up when the Sales Order is loaded
  • you could get Customer “pop up” notes on Opportunities, Cases, etc, when the screen is loaded
  • you could get a combination “pop up” note on Sales Orders for both the current Customer’s note AND one set on the current SO
Effort to install / configure: ●◌◌◌◌
Requires a light customer-specific code configuration.