Tip: Showing current appointments

Written by Marcel Thijssen on . Posted in Exact Globe

It can often be useful to make known any current appointments you may have with creditors or debtors when you enter an order. Within Exact Globe Next, you have the option to note these appointments on the debtor or creditor card by using the notes field.

Show notes

To show these appointments, you can follow the steps below:

  • Open a debtor or creditor card.
  • In the field ‘notes’, fill in appointments or comments.
  • Check the field ‘Show notes upon entry’.

* By unchecking the field “Show notes upon entry”, the notes will not be shown. The already entered notes will be saved on the card.  

 

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