Allow Opportunity Notes
in progress
D
Drew Kramer
For contacts that have multiple opportunities, we need to be able to leave notes specifically for each opportunity rather than it being saved under the main contact notes section. It gets too messy when leaving notes for specific jobs related to the same contact.
HIGHLVL-I-5531
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C
Cameron Arsenault
Pallavi Kothari Any updates or ETA on this one??
D
Duane Winkel
If this is a separate object it should have its own fields and only a LINK to the contact not a direct sharing of data per object. This is desperately needed. Glad it is in progress. Hopefully it is done soon.
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Roman Oberholzer
Pallavi Kothari That's a very good idea. I would like to add something to improve the opportunity function. You could color the individual opportunities, optionally, to create order in the pipeline stage.
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Anton Mattli ADMIN (PAG)
This is a crucial feature to have and has been incorporated into every other CRM I have ever used. As it is now, when you have several opportunities (even won/closed/lost ones) assigned to the same contact, the notes section in each opportunity shows all the notes that were ever recorded in every opportunity which makes it a complete nightmare to find the notes that are actually relevant to a specific opportunity.
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Austin Hall
You can add a Custom Field of Multi-Line Text Box and move it to the top of the Opportunity card? And call it "Notes". I agree it should be built-in but the workaround is simple
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Anton Mattli ADMIN (PAG)
Austin Hall Good idea as a temporary fix but then you have one text box that is filled with multiple notes all in the same field and without any date/time tagging as well as showing who made the notes.
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Rich Ribeiro
Here's another opportunity feature idea:
P
Pallavi Kothari
in progress
J
Jay Martin
Pallavi Kothari If opportunity cards have their own notes, if an opportunity is deleted by a user. Will the notes from the opportunity transfer to the contact card? We would want the ability to keep those notes or delete them. Maybe an option once you click delete opportunity if notes are inside of the opp to move to contact?
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Anton Mattli ADMIN (PAG)
Jay Martin Good point. That could be solved by creating a link/association to the contact so that the notes are stored there in perpetuity even if an opportunity is deleted.
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Anton Mattli ADMIN (PAG)
Jay Martin The notes for each opportunity can be added as running notes to the relevant contact and stay there even if an opportunity is later deleted.
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Anton Mattli ADMIN (PAG)
Pallavi Kothari ETA?
J
Jay Martin
Anton Mattli ADMIN (PAG) Great lets have opportunity notes definitely automatically tied to the contact or contacts associated to the opportunity. If a opportunity has followers then the note could be for a follower specifically, would be good to have followers of an opportunity be listed on the notes as well. As tying a note from opp to contact may not be who or what the note is for. Also since redoing conversations screen anyways can we please stop with so many drawers and slide outs.
Lets get notes, activity, email, tasks, sms all in ONE LARGE display panel at the center of the screen or that takes up the entire right hand side then just give us the ability to filter by task, sms, email, note, etc at the top.
J
Jay Martin
Pallavi Kothari
Great lets have opportunity notes definitely automatically tied to the contact or contacts associated to the opportunity. If a opportunity has followers then the note could be for a follower specifically, would be good to have followers of an opportunity be listed on the notes as well. As tying a note from opp to contact may not be who or what the note is for. Also since redoing conversations screen anyways can we please stop with so many drawers and slide outs.
Lets get notes, activity, email, tasks, sms all in ONE LARGE display panel at the center of the screen or that takes up the entire right hand side then just give us the ability to filter by task, sms, email, note, etc at the top.
N
Nate Griffith
i actually like that they sync. seems like more data would be siloed if the change is made.. there should be an option to sync app notes and contact notes or have the ability to have separate notes for opps and contacts like you want
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Lalan Kumar
Each opportunity need to have its owns note. I am a new user and this is a deal breaker for me .
S
Sam Boakes
Yes please - so frustrating. Please sort
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