Advanced Notifications

Use Cases   Key Features Include:   Rich Text HTML Notes Rich Text HTML Notes for Customers, Vendors, Items, Purchasing, and Sales Documents 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 Workflows) Within the notes mentioned above you have the ability to use the @ Symbol to tag any user our 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 Rich Text HTML Pop Up 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 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 This creates automatic system generated notifications for the following: All of the below can be generated as a notification or an email and can be sent to a user or group of users: Purchase Order is Approved Purchase Order is Received Purchase Order has not been Received or Invoiced Sales Order is Approved Sales Order is Shipped Sales Order Has Not Shipped or Been 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 Credit Limit is exceeded Toggle to indicated who does and does not receive 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 Ability to easily convert Advanced Notes to Azure Blob Storage   Download Links 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. Video - Product Demo Advanced Notifications - Setup and Overview   Advanced Notifications - Toolbox Tuesday Episode 41   Advanced Notifications - Toolbox Tuesday Episode 17   Advanced Notifications - Toolbox Tuesday Episode 6   Product Screenshots 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