Cost Control Software

Streamline your internal communication with Pop-Up Notes

Do you have a customer that has special shipping instructions? Do you want your sales team to upsell certain items or products? These are just a few issues that companies deal with on a daily basis and being able to communicate efficiently and effectively to employees is paramount.

Pop-Up Notes gives you the ability to repeatedly issues notes and reminders electronically to your staff right within Business Central. Notifications are an extremely powerful and useful tool if you know how to put them to work for you.   

What if you could set up an automated note that would appear every time you enter the customer or vendor on sales, service and purchasing documents? Employees are more informed and less likely to forget pertinent information regarding sales promotions or customer-specific needs.

Notes can pertain to customers, vendors, items and service items and serve as a reminder to whoever is entering a transaction for that particular record. You control how often the notes pop up and when or if they expire.

Benefits:

• Keeping staff informed. 
• Remember important details about a customer, vendor, item or service Item.
• Reminders of vendor promotions and promises on shipping or terms. 
• Reminders on customer requirements, expectations or promises. 

Pop-Up Notes is an effective tool yet very simple to set up and implement. Try it out for yourself with a free 30-day trial or visit our website for more information. https://costcontrolsoftware.com/pop-up-notes/