204

In Operations we have lost the lit-up functionality of the paperclip. This is a big loss. Users have no idea whether there are notes or documents attached to transactions. We request strongly that something is invented to bring this functionality back like we had it. A color change, or even better, an entirely new picture instead of a paperclip that really draws attention to the user.

STATUS DETAILS
Completed
Ideas Administrator

The indicator and a count was delivered in Platform Update 11 (it was planned for 10, but it narrowly missed).
Roadmap: https://roadmap.dynamics.com?i=d19d8b17-0189-e711-811f-3863bb2ed1f8
Doc: https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/organization-administration/configure-document-management#accessing-document-management-attachments

Comments

M

This is definitely a must have.   My customer is totally in favor of this.

Category: System administration

M

Agree, customers have asked for this in D 365.

Category: System administration

M

And put a number that shows how many documents are under the paper clip 








 

Category: System administration

M

Or put a number that shows how many documents are under the paper clip if there are some.

Category: System administration