Client Center
This page summarizes the Client Center improvements delivered in v.26.2. It is updated as related cases are completed.
Notable features
Major Client Center highlights for v.26.2 will be listed here when applicable. For other delivered items, see Other features below.
Other features
1. Notes for orders
Small clarifications (delivery instructions, preferences, internal handling details) can make a big difference during fulfillment. In v.26.2, Client Center makes it easier to capture these details and keep them visible throughout the order flow.
- Add notes while creating a New Order (via Add Notes/Notes).
- Review notes in the order document header.
- Optionally show notes as a column in the Orders list (via Column Chooser).
Notes are optional and don’t block order creation when left empty. Notes are stored in General.Documents.Documents.DocumentNotes.
