Category: GP Elementz

Implementing SalesHQ Portal: Series Index

Ian Grieve2 minute read31 Comments

SalesHQ PortalI recently joined ISC Software Solutions, a UK based VAR and ISV as the Lead ERP Consultant.

The ISV side of the business has a number of products available for Microsoft Dynamics GP, including Dexterity add-ons, as well as web portals. In this series of posts, I am going to take a look at the SalesHQ portal.

SalesHQ is one of three web portals in the GP Elementz Portals.

If you’re reading this post on azurecurve|Ramblings of a Dynamics GP Consultant, the series index, below, will automatically update; if you’re reading a syndicated feed elsewhere, check back on the original post.

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Implementing Enhanced Notes: Conclusion

Ian Grieve3 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Over the last few posts, I’ve been taking a look at the Enhanced Notes Microsoft Dynamics GP add-on from ISC Software. This module replaces the standard Notes one and gives the ability to record discrete notes against any record or window.

I realise I’m not the impartial voice on providing a review of this product, as I work for ISC Software.

However, I do like Enhanced Notes and I think a few of the clients I’ve worked with in the past would love it. The ability to record discrete user/date/time stamped notes is a really good one. A number of clients use the standard notes, manually adding user, date and time to the comments with the newest a the top, but this gives you a potentially very long monolithic notes record.

It’s an easy add-on to install and configure and, with a free trial, there is no cost to giving the module a try in the Fabrikam sample company database, other than time.

Have an enquiry for ISC Software Solutions?

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.





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Implementing Enhanced Notes: Registration

Ian Grieve2 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

When you decide that you want to use Enhanced Notes in companies other than the Fabrikam Sample Company, you need to place an order with ISC
Software. You will then receive a registration key which needs to be input into the Enhanced Notes Registration window:

Enhanced Notes Registration

The Site Name will be read from you Microsoft Dynamics GP registration information; copy and paste the three keys supplied by ISC Software and click OK to register the product.

Enhanced Notes will now be available to use in all companies.

Have an enquiry for ISC Software Solutions?

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.





Your Name (required):
Your Email (required):
Subject:
Enquiry message:

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Implementing Enhanced Notes: Using Enhanced Notes

Ian Grieve4 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Once Enhanced Notes has been installed and configured, it replaces the Dynamics GP Notes window everywhere it appears on both records and windows. The notes icon will still appear as white when there is no note, or yellow when there is.

If, for example, you open the Notes window for a customer, you’ll see the ,em>Enhanced Notes window:

Enhanced Notes window

In this window, I have entered a note as well as selecting a category and subcategory; I am not emailing this or creating a task; I could use the paperclip icon to attach a PDF of the email if required.

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Implementing Enhanced Notes: Change Configuration

Ian Grieve4 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Now that we have Enhanced Notes installed and deployed, we can configure it for use; there are four sections to the configuration:

Enhanced Notes Setup window

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Implementing Enhanced Notes: Configure Security

Ian Grieve2 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

When Enhanced Notes is deployed to a company, there are two security roles created:

  1. ENHANCED NOTES – which gives users access ton the Enhanced Notes instead of the standard Dynamics GP Notes window.
  2. ENHANCED NOTES SETUP – which allows users to change the configuration of the Enhanced Notes module.

All non-POWERUSER* users are automatically assigned the Enhanced Notes security role when it is installed, but future users will need to be assigned it via User Security Setup (Adminstration » Setup » System » User Security):

User Security Setup

Any user other than a POWERUSER* will need to be assigned the Enhanced Notes Setup role.

Have an enquiry for ISC Software Solutions?

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.





Your Name (required):
Your Email (required):
Subject:
Enquiry message:

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Implementing Enhanced Notes: First Run

Ian Grieve4 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Once Enhanced Notes has been installed, you need to start Microsoft Dynamics GP as an administrator as new code needs to be included:

New code inclusion message

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Implementing Enhanced Notes: Installation

Ian Grieve3 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

When you’ve download the software from the link on the free trial email, extract the files from the zip and run the Setup.msi:

Contents of downloaded zip showing in Windows Explorer

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Implementing Enhanced Notes: Download and Register for a Free Trial

Ian Grieve3 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Enhanced Notes is available for download from the GP Elementz website; as I am installing this on my demo company, I will register for a free trial:

GP Elemtnz Enhanced Notes product page with Free Trial button

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Implementing Enhanced Notes: What are the Differences Between Standard Notes and Enhanced Notes?

Ian Grieve3 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

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.

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