Sage X3 Diary Notes

Plugin

Diary Notes has been designed to allow users to keep an improved record of communications with customers and efficiently chase late payments. Notes can be added against outstanding invoices and credit notes that belong to a specific customer — which is not available as standard in Sage X3. Users can record customer communications and set follow-up actions all within Sage X3, avoiding duplication of workload and ensuring your whole department is informed of the latest communications.

Sage Platinum Club Winner

20+ Years Experience

UK + North America

First UK Sage X3 Partner

Sage X3 · BP Customer*

Brookfield Trading

BP00421 · Diary Notes

Chronological

3 notes

Action by · assigned

To Aisha M. — appears on their landing page

Tomorrow

* Not the actual solution — illustrative only

Who is this for?

Businesses that want to stay on top of credit control and need a way of tracking customer communications

What will you gain?

Reduced admin time and improved internal information sharing

Where would you find me?

Diary Notes sits seamlessly within the Customer Screen and via the BP Situation enquiry of Sage X3

Inside the plugin

A shared, chronological record of every customer conversation.

The Advanced Telesales functionality gives Sage X3 users easy access to a wide range of additional capabilities from within Sales Order creation — without ever leaving the order screen.

Notes Against Invoices

Add notes against outstanding invoices and credit notes that belong to a specific customer — something not available as standard in Sage X3.

Chronological History

All notes added against a customer are kept as a chronological list, available to view by any user — so the latest communications are never lost in someone’s inbox.

Added Where You Work

Diary Notes can be added via the BP Customer and BP Situation screens, sitting seamlessly within the screens your team already use every day.

Assign Responsibility

Allocate responsibility for a note to another user, along with an ‘Action By’ date — so it’s always clear who owns the next step and when it’s due.

Tasks On The Landing Page

Tasks that need to be completed on a given day appear on that user’s landing page, promoting a more proactive work pattern and helping avoid late payments.

One Source Of Truth

No need to rely on emails or spreadsheets, or on colleagues keeping each other up to date — the whole team stays informed from a single, shared record at all times.

See it in Sage X3

Recorded in the customer screen, actioned on the landing page.

BP Customer / BP Situation

Notes added and viewed directly against the customer.

Action By Task

Assigned follow-ups surface on the owner’s landing page.

By keeping every customer note in one chronological, shared record — with clear ownership and 'Action By' dates — the plugin promotes proactive credit control, avoids late payments and keeps the whole team informed.

Developed by Mysoft.
To Enhance Your Sage X3.

Our team of specialists have developed a number of ready-to-use components to maximise your value of Sage X3.