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Context-sensitive Notes
You decide which fields trigger the display of Notes, e.g. specific Customers, Items, Batches or Transactions. Use 1 or 2 fields to filter notes selections. Display a Note whenever the linked field appears, or only on nominated screens.
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In-place editing
Maintain the Note content without leaving the Sage screen, subject to any role-based restrictions you configure.
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Flexible presentation
Notes can include rich text, hyperlinks, and even small images. Colour coding can be used to highlight note type or urgency.
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Easy to add new Notes
You can insert a new note directly from the Notes display window, or via screen icons.
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Extended Notes
When combined with Orchid Extender, you can create conditionally-displayed Notes, or information generated 'on-the-fly'. E.g. a summary of a customer's credit status, a list of incomplete orders, an aged view of outstanding invoices.
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