Notes and attachments should link from module to module and be visible across modules.

1. Add a note or attachment to customer or Vendor and allow for the default to be set if the notes and attachments should be internal or external by default. (some you may want internal only and others aways external).
2. Allow for the note or attachment to be "transferred" between documents form Customer to sales order header or lines for example.
3. and then for example from Sales order header or lines to invoice header or lines.
4. On the customer i must be able to see all attachments and notes that was added in the system from all the modules. if attachments where added to invoice, sales order, sales quotes groups and sorted by document types,. and more.

Overview:

*transferred = new record are inserted by document etc but is is still the same attachment or in the case of sharepoint the same SharePoint address is kept and new record with the same address is just added to the overview.

There are many reasons to add notes or attachments. and they must be Much more clearly visible if attached and if they are internal or external intended. maybe show them in the standard preview in a related information page.

for example:

customer note is added "remember to invoice the customer only on a Monday" (internal) , transfer note to sales order sales person can see the note from the new sales order, but adds a note "invoice exception discussed with customer to invoice on Thursday" (internal) and adds and attachment (external) the finance person opens the sales order and see the notes and attachment and creates the invoice (the note and attachment must be transferred to the invoice). accountant checks the posted invoice and see the notes and attachments.