Saturday, October 13, 2018

Update on Customer Message > Create New Cash Sale did not show the updated Customer Message

User edits an existing Customer Message. When user creates a new Cash Sale, the Customer Message still shows the old Customer Message.

Steps to Reproduce:
1. Create a new Customer Message:
- Navigate to Setup > Accounting > Accounting Lists > New.
- Select Customer Message.
- Customer Message = enter Name for the Message (i.e. Thank you for your Purchase).
- Long Text = enter the entire message.
- Mark the box for Preferred.
- Click Save.

2. Create a transactions (Cash Sale) and under 
Communication> >Messages > Customer Message - the new Message will default.

3. Edit the Customer Message created in Step# 1 and edit the Long Text.
4. Create a new transaction (Cash Sale).

Actual Results: The Customer Message did not update when user creates a new transaction.


Expected Results: The Customer Message shows the updated message when user creates a new transaction.

 


To resolve the problem, user needs to toggle the setting for Preferred for the Customer Message by performing the following steps:

1. Navigate to Setup > Accounting > Accounting Lists.
2. Edit the Customer Message that was set as Preferred.
3. Uncheck the box for Preferred.
4. Save the message.
5. Create a new transaction (Cash Sale) > Communication tab > Messages subtab > Customer Message field - shows empty.
6. Navigate to Setup > Accounting > Accounting Lists.
7. Edit the Customer Message.
8. Check the box for Preferred.

9. Save the message.

7. Create a new transaction (Cash Sale) > Communication tab > Messages subtab > Customer Message field - the Message shows updated.

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