Write Notes

In the Notes FactBox you can write notes for a document or card, either as a general comment for later processing or as a question or instruction to another user who can respond to the note using their own Notes FactBox. These notes or correspondences will follow the record, for example the sales order, as it is processed in the company.

You can add the Notes FactBox to all list places and task pages. On Role Centers, it is called My Notifications and is added in a slightly different way. For more information, see Customize the User Interface.

Warning

You can add notes if you use the Microsoft Dynamics NAV Windows client. You cannot add notes if you use other clients.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To	See
Enter a note on a record and have it appear in another user's My Notifications, your own My Notifications, or only on the record.	Creating Notes and Notifications
View the full text in a note, or open the record that a notification is related to.	Viewing Notes and Notifications
Delete a note and any related notification.	Deleting Notes and Notifications

See Also

Other Resources

Sending Data to Other Programs
Working with Microsoft Dynamics NAV
Personalize the User Interface