DC Enhanced - Consolidated Customer History

DC Enhanced - Consolidated Customer History

Our DC Enhanced - Consolidated Customer History brings together all communication types to and from a customer into one repository accessible from the Customer Card. This function provides a much needed full and detailed document trail for each and every customer.

We have developed a function which brings together all communication types to and from a customer in one repository accessible from the customer card, the Consolidated Customer History page.

By clicking on the Consolidated History button, it is possible to see all Document Sending and Document Receiving entries, all NAV interactions and all Comment Lines relating to that particular customer on one page, providing a wealth of information in one place.

DC Consolidated Customer History

By highlighting a Comment Line, all of the information it references is displayed on the right hand side of the screen.

Selecting an Interaction from the list and clicking on the View button, all NAV interactions are displayed and the appropriate record is highlighted. The user can then drill down to see associated documents and emails.

When the Document Sending Log entries are viewed both the original sending card and attachment preview are displayed. For Document Receiving, the item attached to the particular record viewed is shown.

The DC Enhanced - Consolidated Customer History can be filtered by Contact, Ship to, by Communication Type and Document Type and thus provides a full, detailed document trail.

Stuart Hardman

Stuart is an experienced Dynamics Consultant having worked with Microsoft Dynamics Navision, NAV and Business Central for over 20 years, 18 of those as a lead consultant on numerous projects with various Microsoft Dynamics partners. He also has experience working and implementing solutions with major companies and groups in retail, distribution, and service management, as well as smaller companies looking to implement their first integrated ERP solution. In early 2020 Stuart took up his new role as Commercial Manager responsible for products and partnerships at Dynamics Consultants.