Notes in Custom Objects
B
Brady Bell
Just as we can keep notes in a contact file, we should be able to keep notes in the Custom Object file.
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A
Austin Hall
You can do this. Create a Custom Field, multi-line text and name it "[Object Name] Notes" or just "notes".
B
Brady Bell
Austin Hall this is a workaround that frankly sucks. They should work just as they do in the contact record. Where there can be multiple entries. It stores user details and time stamps.
K
Ken Wood
Brady Bell I agree. We need proper notes on custom objects, to compete effectively with platforms like Zoho and Hubspot who offer this feature.