Notes

Flexible notes, where you need them
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Context-sensitive Notes anywhere in Sage 300cloud

Context-sensitive notes can be attached to any Sage 300cloud screen or field. You control access through role-based rules. Combine with other Orchid products for even more dynamic content.

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Benefits

Improved collaboration

All users have access to the same key information directly from the Sage screen, reducing the reliance on Operations Manuals or personal reference material.

All users have access to the same key information directly from the Sage screen, reducing the reliance on Operations Manuals or personal reference material.

Improved customer service

Customer-facing staff can see relevant, context-sensitive information when they need it, resulting in more efficient and consistent interactions.

Customer-facing staff can see relevant, context-sensitive information when they need it, resulting in more efficient and consistent interactions.

Supports on-the-job training

Pop-ups displaying contextual data-entry tips and guidelines help improve consistency and educate less experienced staff members.

Pop-ups displaying contextual data-entry tips and guidelines help improve consistency and educate less experienced staff members.

A customization platform

While Notes provides many benefits on its own, it can support even more flexible and sophisticated Extended Notes when used in conjunction with Orchid Extender.

While Notes provides many benefits on its own, it can support even more flexible and sophisticated Extended Notes when used in conjunction with Orchid Extender.

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