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Shared Notes
by Build Dynamics Pty Ltd.
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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
At a glance
https://catalogartifact.azureedge.net/publicartifacts/builddynamicsptyltd1736891494025.bd_notes-30d1da50-63be-4e0f-bf21-a00d1596cdeb/image5_Screenshot1.png
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