Tag: Enhanced Notes

This 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 abilityt o record discrete user/date/time stamped notes is a really good one. A number of clients use the standard notes, manualy adding user, date and time to the comments with the newest a the top, but this gives you a potentially vcery 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.

This 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:

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.

Continue reading “Implementing Enhanced Notes: Using Enhanced Notes”

This 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:

Continue reading “Implementing Enhanced Notes: Change Configuration”