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Vendor/Customer Card Comments and Notes Display

Joseph Romano on 11/15/2019 4:17:35 PM
Need the ability to visually see the Comments/Notes specific to the Vendor so that other users can see the comments while entering invoice data for a customer or vendor. Currently each user has to select a vendor or customer card, and go to comments to see if anything is there.

This should automatically and easily be visible to the user.
Category: General
STATUS DETAILS
Needs Votes
Ideas Administrator

Business Central Team (administrator)

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team

Comments

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RE: Vendor/Customer Card Comments and Notes Display

Stephan Ammann on 1/28/2021 11:29:58 AM

We have many customers which are using customer and vendor comments. These comments have to pop-up in a windows when creating new sales, service or purchase documents. In the last 15 years we customized this functionality for several customers (on validate trigger "Sell-to Customer No", "Bill-to Customer No"etc.)

It would be realy nice to have this functionality from Microsoft. A new setup field "show comments as pop up" in the Sales & Receivables Setup and Purchases & Payables Setup would be the perfect solution.

Category: General

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RE: Vendor/Customer Card Comments and Notes Display

Sebastian Keiler on 11/18/2019 3:47:05 PM

We had the same requirement in our ISV and solved it via Factboxes. Master Data Tables have a FactBox to show the Master Data Comments and Document Pages (Lists & Cards) have 2 Factboxes, one for the Master Data Comments and one for the Document Comments.

Category: General