Advanced Notifications
Advanced Notifications (ANT) allows Business Central users to create advanced Rich Text HTML notes on Customers, Vendors, Items, Sales Documents, and Purchasing Documents that can be emailed directly to internal or external users, as well as a group of users. By tagging these individuals or groups, the recipients will receive an email with the full note contents in their inbox with the ability to click the embedded link which will open the window directly in Business Central so the user can quickly address.
In addition to the email workflow, you can also enable pop up notes on Customers, Vendors, and Items which can be toggled to pop up on Sales and Purchasing documents and can also be copied and saved directly into the documents themselves.
Automated Notifications on things like Sales Order Approval or Purchase Order receipt (and much more) ensure that you never miss a beat. With automated notifications turned on, it will ensure that any time one of the user case activities below occurs, the necessary recipients in your organization receive an automated note, automated email, or both. This extension makes it easy to stay in the loop and be notified about all the inner workings of your organization.
- Use Cases
- Download Links
- Video - Product Demo
- Product Screenshots
Rich Text HTML Notes
- Rich Text HTML Notes for Customers, Vendors, Items, Purchase/Sales Documents, and Production Orders
- 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 Workflow)
- Within the notes mentioned above you have the ability to use the @ Symbol to tag any user or 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
Add Rich Text HTML 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 Notes 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
All of the below can be generated as a notification or an email and can be send to an individual user or a group of users:
- Purchase Order is Approved
- Purchase Order is Received
- Purchase Order has not been Received or Invoices
- Sales Order is Approved
- Sales Order is Shipped
- Sales Order has not been Shipped or 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 customer Credit Limit is exceeded
- Setup Options
- Toggle who should and should not received 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
- Track notification read and completed status
Download from AppSource Access Setup and User Guide
The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com.
Advanced Notifications - Setup and Overview
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
