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WO 32976 - Customer notes in Note Card keeps getting deleting

  • 1.  WO 32976 - Customer notes in Note Card keeps getting deleting

    Posted Apr 08, 2019 05:08 PM

    One of our Credit Analyst reported that she puts credit notes in the customer note card. This customer card is also shared by our AR specialist and Sales Admin where they also put special account notes.  Recently, she noticed that for one of our customer's notes kept disappearing. I found out from our support team that this note card only holds 32,000 characters. We copied and paste the entire note in MS word and did a count - This note card so far only reached about 15,000 characters no where exceeding capacity.

    While the credit notes are at the bottom of the card - Note that other departments are entering their notes at the top of the card. We are wondering if there is a line limitation (versus character limitation) that is causing the notes to delete as more newer notes are entered on top of the card. Or, perhaps there is a special character used that GP does not like.

    Lastly, does anyone have any suggestions on other areas where credit notes can be stored for customers?

    Any thoughts or ideas on this would be great!! Thank you!



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    Helena Ky
    BSA
    Insight Investments LLC
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  • 2.  RE: WO 32976 - Customer notes in Note Card keeps getting deleting

    TOP CONTRIBUTOR
    Posted Apr 09, 2019 08:32 AM
    One of the coolest add ons that I've seen to help you  is GP Elementz Enhanced notes:  https://www.gpelementz.com/enhanced-notes.html

    It extends the standard Dynamics GP notes functionality by providing the user with the ability to retain many notes instead of a single note and a much greater area for text. It also allows the user to the user to email the note and create a Dynamics task associated with the note.

    They have a free trial so you can see how great it is!

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    Kim Peterson
    218-862-5002
    Kim@DynamicsConnections.com
    #KimPetersonGP
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  • 3.  RE: WO 32976 - Customer notes in Note Card keeps getting deleting

    TOP CONTRIBUTOR
    Posted Apr 09, 2019 09:47 AM
    If you happen to own eOne Extender for GP, it has an Extender Notes feature that adds note security and automatically adds the date and user ID to every note.

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    Lou Spevack
    Systems Accountant | Dynamics Credentialed Professional
    American Council on Education
    Washington DC
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