Anytime a Debtor or Creditor is selected or transactions are entered in EXO Business you can display a Pop-up Alert onto their account. This can be used to alert staff members of important information.
Examples could be “New Customer – please make sure they get good service!” or “check for sale items when ordering” or “overdue account”
To enter your own Pop-up Alerts just click on the Details 2 Tab and enter in a note you wish to be displayed anytime this Debtor or Creditor is selected.
Please note: These alerts can be deleted or edited at any time.