Attach Additional Information to Records
If you have information that you want to attach to records, but it does not fit into any of the existing fields or windows in Microsoft Dynamics NAV, you can write a note or attach a hyperlink to the record. For example, you may have some notes about a customer, item, or document that you would normally write on a note and attach to a paper invoice. And in the past, you may have kept your vendors' paper invoices on file. Now you can scan these documents into electronic files and attach them to your corresponding invoices in Microsoft Dynamics NAV, and you can write notes directly in Microsoft Dynamics NAV.
You can attach any kind of hyperlink to records throughout your system. When you type a note on a record in Microsoft Dynamics NAV, the note is available to any user who accesses the record. If you choose, the note can also appear as a notification on your own or a colleague's Role Center.
The following table describes processes that are related to attaching additional information to records, and provides links to the topics that describe them.
| To | See |
|---|---|
Create links from, for example, a sales order to web sites or external files, or create links that launch external programs, such as OneNote or Outlook. |
How to: Link from Records to External Information or Programs |
Enter a note, with or without sending a notification to your own role center or a colleague's role center. |