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Adding Notes and Links to the Customer

Configuring Customers
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details
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Presenter: Jesper Nielsen, Senior Consultant, Head of Onboarding, Team Manager BC

How to add notes and links to customers in Business Central?

In this video, I will go through how you can add notes or links almost everywhere in Business Central.

This is what happens in the video

It could be on the purchase order, the sales order, the vendor, the item, on this case the customer.

So first of all, I look upon the customer list and I have the details of the customer in the fact box to the right.

I can press attachment and I can see here I have a links and notes.

And I can add a note by pressing the plus sign.

Or I can use the shortcut Alt+O.

In the same way, I can add links by pressing the plus sign, and you can see it automatically makes a description that equals the link address.

and you can change that of course.

So in this case, I added two notes and one link to a customer.