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Real-Time Customer Comment


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I am trying to figure out if there is a way to get a Customer Comment onto a Sales order as sort of a pop-up. It would need to be displayed soon as the customer has been selected. Is there any way to immediately update real time a custom field? 

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If it really needs to be a popup, then I think you are probably going to need to look at some sort of page script to do this.  You would need to inspect the page using your browsers development tools, identify the ID for the customer field and then add a page script to call a function that pops up an input box and captures the input after the customer is selected.

This input could then be used to populate the custom field, which would then be persisted to the database when the post button is pressed.

Page scripting is explained under this section:  https://developer.intacct.com/platform-services

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