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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Customer Specific notes on Pick tickets

edited Jun 2, 2025 2:45PM in Ask A Guru 4 comments

We have customers who have specific instructions for delivery, or customers who have door codes, or specific delivery time frames. I need to be able to get these specific notes onto pdfs like pick tickets or packing slips.

I realize there is a user notes tab on customer record, but we use this tab for internal notes that we don't want on the pdf.

So to summarize I need to know how I can create a specific field for notes that I can print on the related pdfs such as pick tickets. How would I move the notes to a particular form.

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