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graham21
Oct 17, 2023 10:21 AM UTC
Question

How can I get a description to show in the memo box on a customers transaction list?

When you click on a customers sales transaction list nothing is shown in the memo box - I would like to put a description in here but can't see how to do this?

1 reply

GeorgiaC
Oct 17, 2023 11:46 AM UTC

Hi graham21, thanks for posting on the Community

 

The memo field on the customers transaction list is linked to the 'message on statement' field on the transaction. 

 

It isn't possible to customise this view to pull text from the description field of the transaction. This is because the description field allows a high character count (up to 4000) and there can be multiple item lines on a single transaction, meaning there would be an overload of data on the screen. 

 

If you need to view the description, try running the Sales by Customer Detail report instead. Hope this helps!

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