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Microsoft Dynamics NAV (Archived)

Notes in Fact-Box area

Posted on by 634

Hi,

I have created following two comments ares using comment sheet Page 124 in a Fact Box area in page. 

  1. Sales Manager Comments 
  2. Sales person comments

If I enter any note in "Sales Manger Comments" it is replicated on the ""Sales Person comments" as well.

new-Stan.png

I want to keep them separate. Is there any way to get it done.  

Thanks

*This post is locked for comments

  • Rehan Satti Profile Picture
    Rehan Satti 634 on at
    RE: Notes in Fact-Box area

    Right now Issue is not related to sending notes. I am looking the way to some how segregate them. :) I have not looked them from sending point of view. But that would work bcz of standard NAV functionality.

  • Rehan Satti Profile Picture
    Rehan Satti 634 on at
    RE: Notes in Fact-Box area

    I am creating for the same record. That's  why if you include multiple instances of Notes they will replicated their self, As they are associated against that record ID.

  • ManishS Profile Picture
    ManishS 6,578 on at
    RE: Notes in Fact-Box area

    And how are you sending the notes ?

    Are you sending notes to a user by selecting To User Id ?

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Notes in Fact-Box area

    Are n't you creating note for the same item record ? if so they all tie to that record

  • Rehan Satti Profile Picture
    Rehan Satti 634 on at
    RE: Notes in Fact-Box area

    Yes I am using system notes by changing captions. I think notes or comments are store against single record. They have 1:1 relation. When I select next record. Notes are changed.

  • Rehan Satti Profile Picture
    Rehan Satti 634 on at
    RE: Notes in Fact-Box area

    Sales Manger is a separate user entity. Sales person is separate.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Notes in Fact-Box area

    Are you using System Notes as factbox but just changed the name/caption of it and displaying two of them, if so you have to do some kind of customization or else it will display the notes in those places as the backend table and logic is the same.

  • ManishS Profile Picture
    ManishS 6,578 on at
    RE: Notes in Fact-Box area

    Is the sales manager and sales person name same to whom you are send the notes.

  • Suggested answer
    Amol Salvi Profile Picture
    Amol Salvi 18,694 on at
    RE: Notes in Fact-Box area

    I think you need to separate Sales Manager and Sales person in master and based on that you can display on factbox

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