by Clever Dynamics
Use free-form notes on documents & screens so important info is never missed
Wish you could add important announcements or information to your invoices? Want an easy way to improve order accuracy by informing your users of individual customer preferences?
Clever Comments allows you to add free-form comments to sales orders, dispatch notes, pick documents, and pop-up notifications to customer screens within Dynamics 365 Business Central.
Don’t worry customers won’t see all their notes! Set the comments to internal or external only and set rules per customer type, type of order, document type etc. - so only the comments relevant to that customer or document are inherited. For time-sensitive comments set an expiration date against comments and notifications so that they disappear when they are out of date or no longer required.
Simple setup – type your comment, configure rules and away you go!!
Set time frames against comments and notifications
Improves accuracy and efficiency
Useful for delivery and packing instructions, Christmas closing hours and much more
This app is part of our Clever Essentials family of apps, which includes Clever Document Delivery, Clever Document Links, Clever Data Validation, Clever Credit, Clever Global Search, Clever Comments and Clever PrintNote Integration. When purchased together you save over £100! These apps make entering, finding, storing, sending and printing information, easier, quicker and more accurate. Then, to top it off, it adds the credit rules you need to take the risk out of your customer accounts.
This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central
Australia, Austria, Belgium, Canada, Colombia, Croatia, Czechia, Denmark, Estonia, Finland, France, Germany, Hong Kong SAR, Hungary, Iceland, Indonesia, Italy, Japan, Korea, Latvia, Malaysia, Mexico, Netherlands, New Zealand, Norway, Peru, Philippines, Poland, Serbia, Singapore, Slovenia, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, UAE, UK, United States, Vietnam