Fieldnotes for Business Central privacy policy
ArcherPoint by Cherry Bekaert
Fieldnotes for Business Central (“the extension”) is published by ArcherPoint by Cherry Bekaert, a practice of Cherry Bekaert Advisory, LLC (“we”).
What the extension collects. When you save a note, the extension records the address and title of the page you are on, the field you were interacting with, a screenshot of the tab, the text you typed, and, if you have turned clips on, a short video clip of the tab. Screenshots and clips capture the page as it appears, which can include personal or business data shown on screen.
Where it is stored. All of it is stored on your own computer, in the folder you chose during setup. We do not receive it.
When it leaves your computer. Only when you click Create Work Item. It is then sent to the Azure DevOps organization or Monday.com board you configured, using an account you control. From that point, it is governed by that service’s terms and your organization’s policies.
Sign-in. To file to Azure DevOps, the extension signs you in with Microsoft using your own identity and holds the resulting token in Chrome’s extension storage on your computer. To file to Monday.com, it holds an API token you supply, in the same place. We do not receive either.
What we receive. We never receive your notes, screenshots, clips or the values on screen, unless you choose to file them to a system we operate, such as an Azure DevOps project or a Monday.com board. We do receive the following.
Registration. When you accept the notice in the extension, we receive your name, your work email address, whether you agreed to hear from us, the exact wording you agreed to, the versions of the notice and the extension, and a random identifier for that installation. We use it to know who is using the extension and, only if you agree, to email you about updates, new features, and licensing. It is stored in our own Microsoft Azure environment in the United States.
License checks. Some features need a license. When you use one, the extension checks with our licensing service in one of two ways. If you are signed in with Microsoft, it sends that sign-in, and the service reads your organization’s identifier from it. If your organization was given a license key, it sends that key instead. Either way, the service records which organization asked, when, and whether it is licensed.
License requests. If you choose Request a License, the extension sends what you enter: your name, your work email address, your organization’s name, how many people need a license, and any message you add. It also sends which feature you were trying to use, the extension’s version, the installation’s random identifier, and, if you are signed in, your Microsoft sign-in. We use it to reply to your request and to issue a license. We add you to a marketing list only if you agreed to hear from us. It is stored in our own Microsoft Azure environment in the United States. We may also share it with the service providers we use to handle licensing and billing.
Usage and diagnostic data. If your organization holds a license, the extension may send us information about how it is used and how it is working: which features are used and how often, how long actions take, and error and crash reports. It may include the name of the page you were on, such as Customer Card. It never includes your notes, screenshots, clips, the values on screen or the addresses of the pages you review, unless you choose to file them to a system we operate. We use it to fix problems and improve the extension. Without a license, the extension sends none of this.
We do not sell any of this information.
Deleting your data. Delete the session folders on your computer. Items you filed are deleted in Azure DevOps or Monday.com. To remove your registration, open Settings in the extension and remove it there, or email marketing@archerpoint.com. To remove a license request, email marketing@archerpoint.com. We keep your registration and any license request until you ask us to remove them. Every email we send includes a way to stop further emails.
Contact. marketing@archerpoint.com, or Cherry Bekaert Advisory, LLC, 3800 Glenwood Avenue, Suite 200, Raleigh, NC 27612.
Effective 2026-10-05.