Notes Rollup

Notes Rollup
For Microsoft Dynamics CRM

Overview

Notes Rollup for Microsoft Dynamics CRM 2011, CRM 2013 and Online is a Managed Solution add-in Upgrade to CRM. It allows Standard and Custom Entities like Account, Opportunity, Quote, Order, Invoice and other One to many relationship entities to put all Notes and attachments in parent Entity.

Feature Set
  • Opportunity, Quote, Order and Invoice and other 1: N relationship entities to have Notes & Attachments in Single Entity.
  • Within Notes Rollup Search facility, edit existing notes and download attachment facility available.
  • Facility to Edit Existing Notes, Download Attachments of 1: N Entities.

For Example:     If user want to view all Notes and Attachments in Accounts Entity form for Opportunity, Quote and Order, user has to configure same in Notes Setting area to get it displayed.

1st year maintenance included with email-based or Live Web Installation and Use support. Annual 25% maintenance for future feature editions, upgrades, and support.

Partner NFR program, OEM, and custom development available from MTC to support unique needs

Screenshots
Notes RollupNotes Rollup
MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to SalesTeam@mtccrm.com
Document
Download
Trial or production license request:
License Email Sales Help
Note - Unzip Downloaded file before upload to CRM
Full info - Company email signature pane identifying requester and company is required to receive license
Pricing
Base Per CRM Organization
+ Per CRM Licenced/Enabled User