In the last post, I took a look at what the Enhanced Notes module was. The table below shows the similarities and differences in the functionality offered by standard Microsoft Dynamics GP notes and the GP Elementz Enhanced Notes.
|Enter notes on master records, transaction records and windows|
|Add OLE Attachments to notes|
|Add Document Attachments to notes|
|Print record notes|
|Selectively enable per company|
|Create discrete notes per record|
|Search on saved notes using category filter|
|Author and Date/Time per discrete note|
|Security to control editing of notes|
|Security to control deleting of notes|
|Maintain full audit trail of notes per record|
|Email discrete note to individual or multiple recipients and/or groups|
|Create a task with due date per discrete note and assign to a user or user role|
|Notes on Quotes automatically transferred to Orders when transfer to order function is used.|
If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.