Query for Notes attached to each customer card

  • Query for Notes attached to each customer card

    Posted by Kevin Brennan on November 12, 2020 at 10:32 pm
    • Kevin Brennan

      Member

      November 12, 2020 at 10:32 PM

      Hi,

      How do we generate a report showing all of the notes attached to each customer card?

      (We may want to manually review – and move some info to the “proper fields.”)

      Is there a canned report in NAV?

      Is there a way to pop this off using Jet Reports?

      Thanks in advance for your help!

      Regards,

      -Kevin

      ——————————
      Kevin Brennan
      Coloramics LLC dba Mayco Colors
      Hilliard OH
      ——————————

    • Jason Wilder

      Member

      November 13, 2020 at 8:24 AM

      There is a system table called 2000000068 Record Links that store Notes and Record Links.Ā  In NAV you would use the Record ID of your Customer and filter on this table something likeĀ  Customer.Record ID = Record Link.Record ID and Record Links.Type = Note.Ā  Then you would need to stream the blob field called “Note” that holds the text of the note.Ā  This is pretty easy to do from the NAV development environment.

      Can’t imagine anything else that can do this including Jet reports since these fields are stored in a different format in SQL.Ā  If you look at the Record Link table in SQL you will see both the Record ID and Note fields look like gibberish.

      ——————————
      Jason Wilder
      Senior Application Developer
      Stonewall Kitchen
      York ME
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    • Kevin Brennan

      Member

      November 13, 2020 at 8:36 AM

      Thanks, Jason –
      This gives me a path forward to explore. 
      We’ll drop a tag note – like “Jason rocks” on a customer note, then search for that specifically in the related fields, as you suggested above.
      I’ll look into how to search blob for specific text.
      Regards,
      -Kevin

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    Kevin Brennan replied 5 years, 4 months ago 1 Member · 0 Replies
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