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Comments for documents

  • 1.  Comments for documents

    Posted 15 days ago
    Hello,

    Is there an add-on that allows adding comments for documents like Service Orders etc?
    Looking for ability to add comments that I can format (bold, highlight etc) as well as lock them so they can't be edited or deleted.

    thank you!!

    #comments #notes ​​​

    ------------------------------
    Alicja
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Comments for documents

    TOP CONTRIBUTOR
    Posted 14 days ago
    Microsoft OneNote integrates with NAV.

    Here's a link to a 2018 webinar I did:  https://www.navug.com/viewdocument/get-started-add-customized-docume?CommunityKey=c58ae1be-bb36-490b-8e8a-25b80aa6b8ff&tab=librarydocuments

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    www.apifishcare.com
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/D365BC-Community Summit:
    https://www.dynamiccommunities.com/events/community-summit-north-america/
    October 7-9, 2020
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Comments for documents

    Posted 14 days ago
    Hello Lewis,
    thank you for your reply!

    I found your link in the other, older post but I am not able to view the recording, please see below screenshot.
    Could you please send me a download link?
    thank you!



    ------------------------------
    Alicja
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Comments for documents

    TOP CONTRIBUTOR
    Posted 14 days ago
    You need to be a NAVUG member to view recordings in the library.


    NAVUG Member Benefits

    NAVUG Member Pricing

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    www.apifishcare.com
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/D365BC-Community Summit:
    https://www.dynamiccommunities.com/events/community-summit-north-america/
    October 7-9, 2020
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Comments for documents

    Posted 14 days ago
    I have the free membership, looks like that doesn't apply..

    ------------------------------
    Alicja
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Comments for documents

    TOP CONTRIBUTOR
    Posted 14 days ago
    This looks like a pretty good tutorial, but there are others out there as well. https://community.dynamics.com/nav/b/navtipsandfeatures/posts/onenote-with-ms-dynamics-nav-2016

    ------------------------------
    Greg Enns
    ERP Coordinator
    Technical Prospects
    Appleton WI
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Comments for documents

    Posted 14 days ago
    Thank you Greg!

    Already using OneNote, but I'm told that it constantly locks up, problems syncing and doesn't have capabilities to lock the note so it can't be modified or deleted.

    thank you

    ------------------------------
    Alicja
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Comments for documents

    TOP CONTRIBUTOR
    Posted 14 days ago
    Alicja,

    Standard records in NAV/BC have the ability to have comments added, stored in the Comments table.  The formatting is not available to bold, change color, etc., but you should have no problem entering the information for later review.

    In regards to locking the editing, this is based on the User's security settings in the system.  If you take away the modify rights to the comments, they will be view only for that User.

    ------------------------------
    Ben Baxter
    Consultant
    Accent Software, Inc.
    carmel IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 9.  RE: Comments for documents

    TOP CONTRIBUTOR
    Posted 14 days ago
    We could not find a good comments solution so we had a custom extension written. As you can see below, the developer add a java script editor that was free on the internet. It gives us sufficient editor controls to format the comments pretty nicely.

    Comments Editor


    ------------------------------
    Gregory Alford
    Director of Technical Resources
    Tri Star Metals LLC
    Aurora IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 10.  RE: Comments for documents

    Posted 14 days ago
    thank you!!

    ------------------------------
    Alicja
    ------------------------------

    Academy - Online Interactive Learning from Experts


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