A while ago I did a series on Implementing Enhanced Notes from ISC Software Solutions. I more recently installed the add-on again on a different machine and, after doing some initial configuration, wanted to change the settings, couldn’t find the Enhanced Notes Setup window ( ):
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.
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.
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:
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.
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:
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.
Now that we have Enhanced Notes installed and deployed, we can configure it for use; there are four sections to the configuration:
When Enhanced Notes is deployed to a company, there are two security roles created:
- ENHANCED NOTES – which gives users access ton the Enhanced Notes instead of the standard Dynamics GP Notes window.
- 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 ():
Any user other than a POWERUSER* will need to be assigned the Enhanced Notes Setup role.
Once Enhanced Notes has been installed, you need to start Microsoft Dynamics GP as an administrator as new code needs to be included:
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:
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: