The Sales Order Notes History window in SAM provides a comprehensive record of all notes and comments related to a specific sales order.
This feature allows users to track communication, updates, and any important details throughout the lifecycle of an order. Each note entry is timestamped and associated with the user who added it, ensuring accountability and traceability.
Users can add new notes, review past interactions, and filter notes based on date ranges or specific keywords to quickly locate relevant information. The Sales Order Notes History window enhances transparency and facilitates effective collaboration within the sales team.
To add a new note:
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