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Enhanced Notes
Extends standard notes. Includes user alerts, categorization and audit functionality. |
The Enhanced Notes add-on quickly and easily installs into Microsoft Dynamics GP. It extends the standard Dynamics GP notes functionality by providing the user with the ability to retain many notes instead of a single note and a much greater area for text. It also allows the user to email the note and create a Dynamics task associated with the note.
Enhanced Notes provides greater audit and traceability capabilities. Each note is stored with an author and time and date stamp and can be emailed to multiple recipients and/or groups. Tasks can be associated with a note, assigned to another Dynamics GP user or user role and given a due date. |
Extended and additional features to the standard Dynamics GP notes function include:
- Enhanced Notes are available on all transaction, record and window notes.
- Multiple notes can be created for each transaction, record or window note (stamped with user, time and date.
- Each note can be emailed to multiple recipients and/or groups.
- Tasks can be associated with a note, assigned to another Dynamics user or User role and given a due date.
- Retains all features of current notes including Document Attachment (and for older versions the OLE container).
- Existing notes entered before Enhanced Notes was installed are retained.
- Notes can be categorised and sub-categorised for selective viewing.
- Any individual note is not editable (unless enabled by an administrator); changes are entered as a separate note, thus retaining an accurate history.
- A users ability to delete notes is individually enabled.
- A full print of the notes is available.
- Can be selectively enabled for individual companies.
- Notes attached to Quotes are automatically attached to Orders when the Transfer to Order function is used.
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Introduction
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Individual Notes
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Categories and Subcategories
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Assign Tasks
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Reporting
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Free Trial Available
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What's included in your Free Trial:
- Unlimited use of Enhanced Notes using the Fabrikam "TWO demo company
- Dowmload includes a user guide to set up Enhanced Notes
- Dowmload includes an Enhanced Notes Fact Sheet
Enhanced Notes for Dynamics GP 2018 |
Document Attach - The Ole Document to Document Attach is part of the Dynamics GP Upgrade process. Latest version adds sub categories |
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Enhanced Notes for Dynamics GP 2016 |
Document Attach - The Ole Document to Document Attach is part of the Dynamics GP Upgrade process. Latest version adds sub categories |
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Enhanced Notes for Dynamics GP 2015 |
Latest version adds sub categories |
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Enhanced Notes for Dynamics GP 2013 |
Latest version adds sub categories |
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Enhanced Notes for Dynamics GP 2010 |
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Enhanced Notes for Dynamics GP 10.0 |
