Show customer popup notes when sourcing ticket or invoice with customer name
We use the "Pop Up Note" field in customer records for various reasons - special billing situations, customers we no longer can/want to deal with for various reasons, etc.
This is only useful when the customer record itself is loaded because that is the only time it shows up. We have technicians who create tickets and invoices all day without specifically going into the customer record, so if there is a special message, whether it's something like "Apply 10% discount to all services" or "Do not provide further services to this customer" they would never see that and it can cause problems.
The pop-up note field is great, but it is of extremely limited use if the notes are not visible when interacting with the customer, regardless of the document type or record we are viewing. I understand the pop-up is cookie/session based, so I think it would be of great utility to add the pop-up functionality if at LEAST a ticket or invoice is created using the customer record in question.