Partner Alert Message
Send custom alert messages when selecting a customer or vendor on any document. Perfect for warning your team about special conditions, risks, or important notes before proceeding.
- Partner-specific alerts: define custom warning messages for each customer or vendor.
- Automatic display in forms: alerts appear automatically when the partner is selected in sales, purchases, invoices, or other documents.
- Reduce operational errors: remind staff about issues such as pending credit, delivery restrictions, or special instructions.
- Manage from the partner form: create and edit alert messages directly from the partner record.