Notes specific only to Opportunities
complete
C
Cathy Santos
Notes only pertaining to opportunities. Right now, notes can be written on Opportunities but these notes are tagged to Contacts. So, when you look at the contacts, these notes will appear on Contacts view. It would be very helpful if we have Notes only specific to Opportunities or only tagged to Opportunities and also searchable.
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P
Pallavi Kothari
Merged in a post:
Notes SPECIFIC to Opportunity
J
Joshua Paquera
Currently, when the workflow writes into the notes, it is written in the contact record itself. However, we have clients who have MULTIPLE opportunities per contact, so a mixed bag of notes from many opportunities is a bit confusing for them.
It will be huge help if the note written on the opportunity will be displayed in that particular opportunity only. Even if the notes get mixed up in the contact record, that's alright as long as notes written in the opportunity STAYS in that specific opportunity.
P
Pallavi Kothari
Merged in a post:
Unique Notes on Opportunities
K
Karen Achi
I am trying to have different opportunities in a pipeline that are associated with the same contact.
However, each opportunity differs from the other and i am storing them in 'notes' to know the difference. The note however is created too in the other opportunity so now both have the same note and can't differentiate them.
what's a good workaround for this?
P
Pallavi Kothari
marked this post as
complete
Notes can now be added only for specific opportunities with or without their associations to contacts.
You can also filter out contact notes from the opportunities pages.
R
Rich Ribeiro
This would be REALLY good!!!