Use a field note to discuss a specific product detail with your supplier or customer. Quote and order field notes normally address the other company; private fields and existing thread settings can change the default.
Write a field note
- Open the quote or order from Product Lifecycle Management or Customer Relationship Management, then select the product to open Product Details.
- Select the field you want to discuss. Its note thread or composer opens beside the details.
- Check the displayed recipient and privacy mode. Shared mode addresses the other company; private mode addresses your team. Use the privacy control to change mode when it is available.
- Enter the message and add any permitted attachments or mentions.
- Review the audience again, then send the note. Keep replies in the same field thread so the discussion stays with that detail.
Some fields, including certain cost fields, open in private-only mode and do not offer a sharing toggle. Use the quote or order conversation for a broader discussion with the other company.
