167
Allow Opportunity Notes
under review
R
Ryan Michael
Need to have automation support note filters with logic Note "CONTAINS"
M
Michael Romrell
Also, be able to tie multiple contacts to a single opportunity and within the Op, show all of the collective notes from all of the attached contacts, right in one place.
A
Alex Nguyen
Michael Romrell: I need this too! Part of why I’m hesitant is not having multiple contacts within one project/opportunity. Ex. Marketing manager and CEO in a project
D
Derek Madon
100% needed.. Clients coming over from other CRM's like Pipedrive are able to keep notes independent on a deal or opportunity and not have them follow to a new opportunity when its created under the same contact days or weeks or years later.. Deals/opportunities need to be kept separated but easily accessed to reference past notes.. WE NEED THIS BIG TIME!
A
Adam Powell
10000% needed. We have numerous opportunities from the same contact. keeping all notes for every opportunity in the same place is so chaotic. please look into this
U
Urban Minimal
<!-- Having a unified place for Opportunity Notes and Contact Notes is a great idea as it enhances the CRM system's capabilities. The ability to search and filter notes by type, such as calls, questions, or types of requests, would greatly improve efficiency. Adding tags or codes would further aid in categorization and organization. Additionally, incorporating color grading by category would provide a visual representation and make it easier to identify and retrieve relevant information. These features would significantly enhance the CRM system's capacity. -->
P
Pierre Tugman
Notes should be its own object which will allow it to attach to any other object, contacts, opportunities, invoices, calendar, etc. This will also allow you to have a note connect to multiple objects, ie a contact and a calendar.
Core Platform
Merged in a post:
Opportunity Notes
M
Mike Cunningham
Currently if I add a 'Note' to an opportunity it sticks to the contact and not the opportunity. I want the note to be associated with the opportunity and not the contact. Reason being I could have multiple opportunities for a contact and each opportunity could require different 'Notes' for say, tracking codes for shipping. If I wanted to add a 'Note' to a contact I would go in under 'Contacts' (assuming it's an option under 'Contact's) and do it there but having that option under 'Opportunities' is terribly misleading
A
Ashley Harsveld
needs to be done, if the point is to have multiple opportunities then it makes it cleaner to get the information you need asap.
M
Michael Garcia
I agree. It would be great for the notes to be under the Company and the primary contact. Under the company, you can just link the contact the note refers to for instances where the primary contact differs for each deal.
S
Sha Jin
We are trying to solve the same problem.
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