In NAV, it was possible to configure profiles by making use of configuration mode. This way, you can change the lay-out of pages for each group of users, such as bookkeepers, warehouse workers… That way they only see the buttons and columns most relevant to them.
In Business Central, there doesn't seem to be a configuration mode. We were wondering what the best way is in Business Central to customize profiles so that a group of users have the same personalization.
It is only possible to change the lay-outs of pages for all users (using Designer modus) or for one user (using Personalisation modus). It is not efficient to change the designs of hundreds of pages user by user!
Are we the only partner who finds this a huge problem?
Hi, it would be great to by able to add a extra file to emails sent from BC. I need to add a pdf file with the sales invoice or quote but it is not possible. This is very important for some customers.
Customers and partners have been asking for all table fields to be available on all pages to add without customization vie personalize (or in on premise Show Columns) for at last 15 years now,
Can you please make all related table fields available to users to be added via personalize vs having to create an extension to add existing stock fields to pages. This way customers can add fields they need without having to pay a partner to write and add an extension to add fields to pages.
It would be very beneficial to have a notification when BC is updated with a link to a web page detailing the update. Hot fixes are being pushed in without any notification and if they fix or break things knowledge of a change would be a great help in troubleshooting issues.
PS I've tried to submit this at least once a week for the past 3 weeks and it seems to submit but then is nowhere to be found.
Assuming you want to send out printed hardcopies for an invoice and you setup the number of copies to 5 in the Customer. If you print, you get 5 copies. If you now also want for informational purposes email the invoice as well - you will get a PDF with 5 copies. Which makes no sense for PDF.
If it would be possible to either setup a alternative number of copies or even set a checkmark in the document sending profile to ignore the number of copies for PDF documents, that would save manual work.
Sometimes customers and vendors are created in error and are a duplicate of another record. It would be nice if there is a merge function in Business Central to get rid of the duplicate. In GP, there is a utility that allows a user to merge records and it will also merge all the posted transactions - if Business Central can have something similar, it would be extremely helpful.
Ability to schedule a report to :
- Send it by email
- Send it to single, multiple or all users
When entering a non-existing “Item No.” in the field “No.”, the following message appears:
This item is not registered. To continue, choose one of the following options:
Create a new item card for XXXX.
Select an existing item.
This functionality cannot be enabled/disabled by (de-)selecting the option in the “Sales & Receivables Setup”
We can do it if speak about “Description” via Sales & Receivables Setup \ Create Item from Description but do not have such type of option for “No.”
In some cases functionality has been felt unwanted from the customer perspective..
In Business Central, when you're in any date field, a calendar pops up. By default the calendar starts on a Monday. It would be nice if a user can change the start date to a Sunday.