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Online customer workshops

Webinar: Get set up with Clever Comments: New to the Clever Essentials Family

Tuesday, 28th February 2023, 10:00am - 11:00am

New to the Clever Essentials family, Clever Comments!

If you’re a user of the Clever Essentials apps, you don’t want to miss this workshop. Clever Comments is included free of charge for existing Clever Essentials users and we’ll be showing you everything you need to know about this new app for Microsoft Dynamics 365 Business Central.

With the help of Clever Comments, you’ll never miss an important customer preference again. With the ability to add free-form comments to sales orders, picking documents, dispatch note, invoices and more you’ll be able to improve your order accuracy by letting your team know of individual customer preferences all within Dynamics 365 Business Central.

In this webinar we’ll show you:

  • How simple it is to get set up and start adding your comments.
  • What rules, timeframes and formatting options you can utilise with your comments.
  • How to set your comments to be internal or external only and set rules per customer type, type of order, document type and more.
  • How you can improve accuracy and efficiency in your team with the help of Clever Comments.
  • Examples of how you can fully utilise Clever Comments for things like delivery and packing instructions, seasonal closing hours and much more.

Join us on Tuesday 28th February at 10am to learn more about how you can get the most out of Clever Comments.