Pinned Comment Lines for Microsoft Dynamics 365 Business Central

An extension that makes important notes on customers, vendors, and items visible at the moment they matter, instead of hidden two clicks away.

The problem

Business Central already lets you record comments against a customer, a vendor, or an item. Someone careful writes down "always confirm the PO number before shipping" or "this customer disputes every invoice, copy the account manager", and the note is saved correctly.

Then nobody reads it.

Not because the note is wrong, but because of where it lives. Comments sit behind Customer > Comments, off the main card, on a page most users never open. The person picking and shipping the order has no reason to look there, and no indication that anything is waiting for them. The information is in the system; it simply isn't where the decision gets made.

What this extension does

It adds a single Pinned tick to the comment sheet you already use.

A pinned comment raises an on-screen notification whenever that customer, vendor, or item comes into play when the card is opened, when a sales or purchase document for them is opened, and when a pinned item is entered on a document line. The note travels to the point of work on its own.

Nothing about the existing comment functionality changes. This is not a replacement notes system: there is no new table, no separate editor, and no data to migrate. An existing comment becomes a pinned comment with one tick, and un-ticking it returns everything to normal.

Pinning a comment

1.  Open a customer, vendor, or item, and click Comments action.

2.  Write the comment exactly as you do today.

3.  Tick Pinned.

Three fields are added to the comment sheet:

Field	Purpose
Pinned	Marks the line to be raised as a notification.
Pin Until	Optional last date the note should appear. Leave blank to pin it indefinitely.
Pin Severity	Information for ordinary notes, Warning for notes that must not be missed.

 

Pinned lines are highlighted on the comment sheet itself, so it is obvious at a glance which notes are active, bold for Information, red for Warning.

Where the notification appears

Record	When it appears
Customer card	Every time the card is opened
Vendor card	Every time the card is opened
Item card	Every time the card is opened
Sales quote, order, invoice, credit memo, return order, blanket order	When the document is opened, and when the customer is entered
Purchase quote, order, invoice, credit memo, return order, blanket order	When the document is opened, and when the vendor is entered
Sales and purchase lines	When a pinned item is entered on the line

 

The notification reappears every time, not just the first time. If a user glances away or dismisses it, it will be there again the next time they open the record. A warning that shows once and then goes quiet is worse than no warning, because people assume they are covered.

What the notification says

All pinned comments for one record are combined into a single notification rather than one per line. Each pinned comment line appears as its own note, in comment sheet order, separated by a vertical bar:

Pinned comments (3): Always confirm the PO number before shipping | Delivery bookings need 48 hours notice | Invoices must quote the contract number

Longer messages are shortened to keep the banner readable, and blank lines are ignored. If any of the pinned lines is marked Warning, the whole notification is presented as a warning.

Every notification carries a Show comments action that opens the comment sheet filtered to that record, so the full text is always one click away.

Notes that expire on their own

Pin Until exists so temporary notes do not become permanent clutter. Set it to the date a note stops being relevant, the end of a promotion, the date a dispute is expected to close, the last day of a delivery embargo.

Once that date passes, the note simply stops appearing. Nothing needs to be tidied up, no error is raised, and the comment itself stays on the sheet as a record of what happened. Clearing the date or setting a later one brings it back.

Users stay in control

The notification is registered with Business Central's standard notification framework. Any user who does not want it can search for My Notifications and clear Pinned comment lines, alongside every other notification the system offers.

There is no separate setup page to find or learn, and no administrator involvement required. The notification is switched on by default.

Safe for automated processes

Notifications are shown only to users working in the client. Batch posting, job queue entries, API calls, and web service integrations are unaffected. A pinned comment never interrupts an automated process or causes it to fail.

No configuration is needed after installation. Existing comments are untouched until someone ticks Pinned.

At a glance

Applies to	Customers, vendors, items
Requires	Business Central 26 or later
Setup	None
New pages	None
Licence	MIT, free to use and modify
Source	https://github.com/pmohanakrishna/pinned-comment-lines