Is there anyway to add a special note for a customer to display when selected?

V5 Question
1

Hi
I am wondering whether there is a way to display a special note to when a customer selected on delivery screen?

It can be a bad customer who we dont want to accept his/her order or the opposite, it could be a very loyal customer that we want to reward.

Thanks in advance

2

Yes, you could store your not in an entity custom field then how you display is up to you, many ways it could be done and plenty of events. Most likely i guess would be ticket entity changed and a ask question or show message prompt using {ENTITY DATA:xxx} expression. Guess with a != “” on the rule so it only shows if there is a value set for the entity.

3

Like this ?

Customer Note1
Customer Note11910×972 3.25 MB

Also you can show this info on the Caller Id Popup …

4

Yes exactly like this.How can I do this. Keep in you mind I am a complete novice but keen to learn…:smile: