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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Do comments, notes, an...
Small and medium business | Business Central, N...
Suggested Answer

Do comments, notes, and attachments flow to transaction screens?

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Posted on by JE-20081519-0 3,748
Hi:
 
Recently, I saw where a Customer Card's notes, attachments, and even comments did not flow to such transaction screens as the Sales Order.
 
Why not?
 
Thanks!
 
John
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Mansi Soni Profile Picture
    Mansi Soni 8,951 Super User 2026 Season 1 on at
    Hello John,

    Think of the Customer Card as a place where you store general, long-term information about a customer, while a Sales Order is just for that specific deal or transaction. So, things like notes, attachments, or comments don’t automatically carry forward because they may not always be relevant to every order. This way, each transaction stays clean and focused. If you really need that information on the Sales Order, you can always add it manually or extend the system to bring it through.

    Hope this answer will help you!

    Regards,
    Mansi Soni
  • Suggested answer
    AndrewThomas81 Profile Picture
    AndrewThomas81 566 on at
    Hi John
     
    Not as standard.
     
  • Suggested answer
    Kamal Khakhkhar Profile Picture
    Kamal Khakhkhar 3,130 on at
    Hii There,
    in Transaction in standard attachments will not flow directly . if you want to flow you need to add through Customization .

    if you found answer mark this verified.
    Thank You.
    Kamal Khakhkhar

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