Pop-Up Notes

Learning Outcome

On successful completion of this lesson, students will understand the function of a pop-up note, how to add a pop-up note and how to find pop-up notes.


Pop-up notes are a powerful mechanism to allow you to remind employees to give specific customers specific messages. For example, you could use a pop-up note to enter a customer’s birth date and have the note display each time the customer is brought up on a new invoice, rental booking, service booking, etc. for one month prior to his or her birthday. Alternatively, if a customer left behind their wallet last time they were in the store you could add a note that will popup to remind you next time they are in.

  1. Click on the ‘Pop-Up Notes’ folder and a list of pop up notes for a specific customer is displayed.

Customer Record image v53.1

  1. You can double-click on any contact to view the specific details about the contact and to make any additions or changes required

Adding a New Pop-Up Note

  1. Click the ‘New Pop-Up Note’ button to create new pop up notes.

Customer Record image v54.1

  1. Enter the information you wish to remind employees of in the pop up form.

Finding Pop-Up Notes

  1. Click the ‘Find’ button next to Pop-Up Notes to search for Pop-Up Notes. Set search criteria in the box that opens.

Back to: Lessons > Customers - Level 1