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Brochure  | Demo Video  | User Guide | V6.5 Release  | V7.0 Release
The Notes and Attachment software allows users to attach items to any Dynamics SL Entity (Customers, Projects, Inventory, etc). The types of records that can be attached or associated to a Dynamics SL Entity include: Notes and Comments, Pictures and Images, File Attachments, Additional Information fields and Activity Records (E-mail, Appointments, Tasks, Reminder Alerts).
All records (Notes, Images, Attachments, Mail) can be stored in discrete folder structures similar to explorer making classification, storage and relocation easier to the end user. The folder structures can be custom built for each Entity record providing total flexibility over how you store documents.
Notes
Maintain note or comment records against any Dynamic SL Entity (Customers, Products, Projects, etc). Define product information (Safety data, Promotional Material, Upsell info, etc) against the inventory records. This data can be viewed in Renown's Advanced Inventory Search screen when selecting items on sales orders. Maintain collection notes against Customers. Keep simple note records against Projects and Tasks in a structured folder environment.
Images
Images can be attached to any Dynamics SL Entity similar to files. The difference is that images can be viewed in the Attachments screen. There are some simple Image Viewing features such as Zoom and Rotate. Store Pictures of Inventory Items, which can then be viewed in Renown's Advanced Inventory Search screen when selecting items on sales orders. Store defect photos against credit or warranty claims. Store Site Photos against Projects or Tasks.
Attachments
Attach any document or file type to any Dynamics SL Entity. Maintain folders for Sales Materials, Contracts, Subcontract Agreements, etc. Files are stored in the database once and can be attached to multiple Entity records. The same single source file can be opened from any associated Entity.
Additional Information
A tab is provided to enable additional classification or data entry fields for any SL Entity. This is useful for defining custom fields against the Financials Entities (Customers, Vendors, etc), similar to the way ID Fields can be used in Project Series. Different fields can be configured for different Entities. Add extra fields to classify, group or categorise the Entity record. Add extra description fields for defining any required data.
Activity Tracking
A very light Customer Relationship Management solution. It is possible to create and send E-mails, create Outlook Appointments or Tasks. This creates the records in Outlook, but also stores a copy of the record in Notes and Attachments for later review and/or reporting against the associated Entity. A very useful tool for Debt Collection reminders and follow up. Good for tracking correspondence against projects or customers.
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