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Is there anywhere that one can enter notes for a customer in Financials that others can view when they look at that customer?
Hello Mary,
At this time there is not a way to enter a note on a customer in Financials. This questions was also posted on the following Forum post if you also want to track any update on this post as well:
community.dynamics.com/.../230481
I searched our suggestion database and I don't see anything like this out there. Please consider entering this as a product suggestion at the following location and please include any impact of not having this functionality:
ideas.dynamics.com/.../dynamics-financials
Regards,
Jennifer Reinhardt
Please see our Dynamics 365 Financials Support Team Blog for helpful information:
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