I would like to see the Customer Notes problem fixed! In a multi-user environment, only users with Payroll access permissions are allowed to view the contents of Customer Notes (other than by having to choose Edit and view the Notes). Access to Payroll has nothing to do with Customers obviously. The problem existed in QB 2010 and it still exists in QB 2011.
Yes, I agree. This is where I keep record customer preferences for shipping, billing etc. I want it to show as soon as the customer info screen is viewed without having to choose "edit notes" button.
This Notes issue is still not fixed as of R4 of QB2011 released today.
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Quickbooks! You really need to fix this issue with Customer Notes. You have had several client requests from people that have taken the trouble to give you feedback and my research shows this goes back to 2009.
Here's a practical example:
I have a user that does Customer Billing. They NEED to see Customer Notes when they pull up the customer to check special billing/payment instructions without having to click through to Notes each time. We have a huge customer list and only a few with Notes. It's a waste of staff time and our money to have to check each and every client for notes. I do NOT want this user to have Payroll access! This should be a simple user permissions edit!! Anyone listening out there in Quickbooks land?
This has been an ongoing annoyance with QB! Let's hope they fix it for QB 2012 that is coming out soon!
Wow, the Customer Notes problem is finally fixed in QB 2012! I have been complaining about this for a few years, and am very happy to see this finally resolved!
