Microsoft Dynamics NAV enables you and your colleagues to attach notes to records in the application. For example, if your colleague wants to give you extra information about a sales order that is not covered by the fields on the sales order page, they can write a note and send it to you as a notification on your Role Center.
When you read the notification on your Role Center, you can open the sales order just by double-clicking the note.
To open a record from a notification
On the Role Center, in My Notifications, choose the notification.
The document that the notification is attached to, such as a customer card or sales order opens.
To view the full text of a notification
On the Role Center, in My Notifications, select the notification that you want to read.
In the shortcut menu, choose View.
A window opens to display the full text of the note.
To view the full text of a note on a task page
Open the record that the note is attached to, for example a customer card or sales order. If the note is attached to a line, such as a journal line, select the relevant line.
If Notes is not visible on the page, you can customize the page to display the Notes Factbox. For more information, see Customizing Role Center and Pages.
In Notes, choose the note that you want to read.
A window opens to display the full text of the note.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |