It is possible to set up popup information both on customers and on items on Windows.
Microsoft Dynamics 365 Business Central lets you set up popup notifications on customers, items, and vendors. When a salesperson creates a sales order for a specific customer or adds a specific item line, a notification appears with the message you have defined. You decide what triggers the popup and what text it shows.
You need to do some configuration before the notifications work. The setup is what links a customer or item to a specific notification text.
You can add as many notifications as you want. They work on customers and items, and on vendors if you use them on the purchase side.
Popup notifications on customers and items in Business Central
In Business Central you can attach popup information to both customers and items. The notification appears when you work with a document, such as a sales order, so the relevant message reaches the person at exactly the right moment.
This is useful when one department needs to pass information to another. The finance department might discover that a customer has no premium account, and they want the salesperson to act on it the next time they talk to the customer or enter a sales order. By setting up a notification, finance makes sure that information shows up automatically rather than relying on someone to remember it.
How a customer notification works on a sales order
Take a customer with account number 85,000 as an example. You set up a notification on that customer with a message such as “No premium account exists for this customer. Ask to create an account.” When a salesperson creates a new sales order for that customer number, the notification pops up and tells them to create a premium account.
You can stack several messages on the same customer. The same setup could also tell the salesperson that the last email to the customer bounced, so they know to check the contact details.
Notifications on items and vendors
The same principle applies to items. When you enter an item number on a document, a notification can remind you of something specific about that item, for example to ask about a particular dimension or accessory before you proceed.
You are not limited to one message per record. Set up as many notifications as you need. They work on customers and items, and they also work on vendors when you use them on the purchase side.
Q&A
Where can you set up popup notifications in Business Central?
You can set them up on customers, items, and vendors. Customer and item notifications appear on documents such as sales orders, and vendor notifications work on the purchase side.
Do popup notifications work without configuration?
No. You need to do some setup first. The configuration links a specific customer, item, or vendor to the notification text you want to display.
Can you add more than one notification to a customer or item?
Yes. You can set up as many notifications to pop up as you want, so a single customer or item can carry several messages.
What is a practical use for customer notifications?
One department can pass information to another. For example, the finance department can set a notification reminding the salesperson that no premium account exists for a customer, so the salesperson sees it the next time they enter a sales order.