Liaison Contact Manager

Call us TODAY for a brief 15 minute on-line demo and see how you can start saving, tomorrow!

Brochure with questions and answers regarding Liaison Contact Manager

Batch email and batch fax Invoices, Statements, Quotes, Orders, PO's, EFT Remittances, and Direct Deposit Notices

from any ERP solution!

- Link contacts to customer records
- enter order from previous order history

$199 / mo. per BC tenant

· unlimited users

Liaison Central

For D365 Business Central

The Planner — An Operational Inbox Across BC
The Planner aggregates attention items from every BC source — Liaison Follow-Ups, Calls, User
Tasks, Opportunities, Quotes, and pending Approvals — into a single attention-sorted list. Items
appear as colored rows with type pills (FUP for follow-up, OPP for opportunity, APR for approval, and
so on), sortable by any column. The left filter panel remembers each user’s preferences across
sessions.

Click on image for a larger representation

Liaison Central Planner
A single attention-sorted list across BC. Color-coded type pills, persistent
left filter, and live counts in the stats bar.

Copilot reasons over your BC data - it doesn't just filter

User types intent in natural language. Copilot reads BC data . The Planner populates with prioritized entries and per-item commentary.

1. User types intent

2. Planner populates with reasoned entries.

$29 / user/ month

Liaison Contact Manager

One Record. One Screen. Every Detail.
Open a Customer in standard BC. To see the full picture, count the clicks: open invoices, AR aging, the contact person’s phone, the last note taken, active opportunities, the last email sent, pending approvals on open orders. Eight clicks across six pages.
Liaison Contact Manager presents all of that on a single dashboard. Vertical sections collapse and expand. Tabs swap between Opportunities, Notes Central, Sheets, Contacts, Interactions, History, Relationships, and Attachments. The data needed to act is in front of you — no context-switching, no navigation overhead.

Click on image for a larger representation

Customer Dashboard

Notes, Sheets, Contacts, Opportunities, History, Relationships, Attachments, Card Notes — all in one role-specific workspace.

Sheets

User-definable forms, no coding required. Custom data on customers, vendors, items.

Notes Central

Full Notes management, Card Notes, follow-ups tied to the Unified Planner.

Same architecture, same depth — for Customers, Vendors, and Items.

The Design Principle: “Everything in BC, Two Clicks Away”
Open BC. Click Liaison Central in your role center. You are already where you need to be — the Planner is in front of you, the Slidekick is on the right edge, your shortcuts are pinned. Anywhere you need to go in BC is one more click from there.

This is not marketing language. It is the architectural commitment that drives every product decision.

Three Dashboards, One License

Liaison Customer Dashboard
for sales, AR, and account managers. Customer summary activity history, contacts, opportunities, sales orders, AR aging, and Notes Central in one frame.
Liaison Vendor Dashboard
for purchasing and AP. Vendor summary, activity history, contacts, purchase orders, AP aging, and Notes Central - mirroring the Customer view, scoped to your supply side.
Liaison Item Dashboard (Liaison Item Manager)
for operations and inventory. Item summary, sales history, purchase orders, inventory by location, attachments, and Sheets. Liaison Item Manager is included with every Liaison Contact Manager license at no additional cost.

Liaison Contact Management goes beyond customer and vendor records

Every Liaison page surfaces a tabbed sidekick panel called Slidekick. It contains Favorites (pinned customers, vendors, items, and reports), Calendar, Calculator, Quick Hits (frequent actions), Help, and — critically — My Shortcuts. Slidekick panels are scoped to the current record on context-aware pages, so the EU sees relevant tools for what they’re looking at without navigating away.

Inventory items get the same dashboard treatment — with context-aware BC Slidekick on every screen.

On the Item Dashboard:

Availability, Demand Forecast, Recent Activity, Item Journal, Physical Inventory, Transfer Order — one click away.

On the Customer Dashboard:

Sales orders, statements, ledger entries, customer correspondence.

On the Vendor Dashboard:

Purchase orders, invoices, payment journals, vendor performance.

BC Slidekick

Context-aware quick access to BC pages, cards, and reports. The pane adapts to the dashboard you're on.