Hi LucyH,

No, there isn't, the notes can only go on the customer.

The Sage 50 memo field is OK for keeping track of a few contacts with a problem customer with a followup date, but not as good if you have 'problem invoices' (missing approvals, PO numbers, broken stuff, warranty, etc.) more than 'problem customers'

One work around could be to 'open in excel' and put contact notes into a new column on the excel sheet.

You could use copy and paste into another sheet with multiple tabs for multiple months (or whichever contact frequency you use) and add a column with a VLOOKUP to each new to find notes in a previous months' tab.

A contact database can help, even something as basic as a Google sheet that has the customer name and a few columns for invoice number, date, etc.  can be filtered on a 'resolved' column to show what issues are still open.

This could be a good project for a 'third-party' addon to Sage 50 Canadian.

I hope that helps, please post back.

Randy

Thank you for your help RandyW.