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Shared Notes
https://catalogartifact.azureedge.net/publicartifacts/builddynamicsptyltd1736891494025.bd_notes-1a5c3c00-8b8d-455a-bcb2-e8ae7904ebc3/image3_bdimage.png

Shared Notes

inden Build Dynamics Pty Ltd.

Gratis prøveversion

A centralized notes framework for tracking and sharing notes across Sales, Purchase & Warehouse

Shared Notes is a Business Central extension that provides centralized note management across your business documents. Create notes on Sales Quotes, Purchase Orders, Warehouse Shipments, and more - then see those notes follow the document through its entire lifecycle.

Key Features

  • Document Workflow Integration: Notes created on a Sales Quote automatically appear on the related Sales Order and Posted Invoice
  • User Tagging: Tag colleagues to bring specific notes to their attention
  • Type & Status Tracking: Organize notes by category and track their lifecycle
  • Conversation Threading: Reply to notes to create discussion threads
  • Full Audit Trail: See who created and modified each note

Overblik

https://catalogartifact.azureedge.net/publicartifacts/builddynamicsptyltd1736891494025.bd_notes-1a5c3c00-8b8d-455a-bcb2-e8ae7904ebc3/image5_Screenshot1.png
https://catalogartifact.azureedge.net/publicartifacts/builddynamicsptyltd1736891494025.bd_notes-1a5c3c00-8b8d-455a-bcb2-e8ae7904ebc3/image4_Screenshot2.png
https://catalogartifact.azureedge.net/publicartifacts/builddynamicsptyltd1736891494025.bd_notes-1a5c3c00-8b8d-455a-bcb2-e8ae7904ebc3/image6_Screenshot3.png