Use Cases

Key Features Include:

Rich Text HTML Notes

• Rich Text HTML Notes for Customers, Vendors, Items, Purchasing, and Sales Documents
• Includes the ability to add text, links, images, and more!
• Rich text gives enhanced features that current notes (text only) cannot achieve
• Ability to view "My Notifications" on the BC Role Center

Ad Hoc + On The Fly Notifications (with Email Workflows)

• Within the notes mentioned above you have the ability to use the @ Symbol to tag any user our group
• Tag Individuals and Groups to Create Notifications in Business Central
• Tag Individuals and Groups to Create Email Notifications to users:
• Email notifications can be sent to any user or group (including external groups)
• Notes will automatically be emailed to the user or group with a link back to the exact record in BC that it was created on
• Available on all Sales/Purchasing Documents, Master Data Records, and Production Orders

Pop Up Notes

• Rich Text HTML Pop Up Notes for Customers, Vendors, and Items
• Includes the ability to add text, links, images, etc.
• Rich text gives enhanced features that current notes (text only) cannot achieve
• Ability to Enable pop up for sales and purchase documents when the item, customer, or vendor is used in said documents.
• Ability to auto-save and copy the note to the individual transaction
• Ability to view a pop-up master list of notes

Automated (Event-Driven) Notifications

• This creates automatic system generated notifications for the following:
• All of the below can be generated as a notification or an email and can be sent to a user or group of users:
• Purchase Order is Approved
• Purchase Order is Received
• Purchase Order has not been Received or Invoiced
• Sales Order is Approved
• Sales Order is Shipped
• Sales Order Has Not Shipped or Been Invoiced
• Quote is Expiring
• Prepayment has been Received and Posted
• Inventory Goes Negative
• Inventory is Adjusted
• Email on Job Queue Failure
• Credit Limit Notification
• Notify when customer is within a certain threshold (user defined)
• Notify and Block (if toggled) when Credit Limit is exceeded
• Toggle to indicated who does and does not receive notifications
• Toggle whether to save notes as BC Notifications, Emails, or Both

Conversion, Setup, and Productivity

• Ability to load notes from your previous system into Pop Up Notes and Ad Hoc Notes with XML Import Function
• Ability to block emails and exclude users from receiving notifications where necessary
• Ability to view a master list of all pop-up notes that exist in the system
• Ability to see "My Notifications" on a users role center - users can easily see notes they have been tagged in
• Ability to easily convert Advanced Notes to Azure Blob Storage

Download Links

Download from AppSource Access Setup and User Guide

The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you have any questions, please reach out to [email protected].

Video - Product Demo

Advanced Notifications - Setup and Overview

Advanced Notifications - Toolbox Tuesday Episode 41

Advanced Notifications - Toolbox Tuesday Episode 17

Advanced Notifications - Toolbox Tuesday Episode 6

Product Screenshots

Creating Ad Hoc + On The Fly Notifications (with Email Workflow)

Item and Customer Pop Up Notes

Advanced Notifications Setup Options

Automated (Event-Driven) Notifications - Sales Order Shipped

Automated (Event-Driven) Notifications - Sales Order not Invoiced