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Note Fields

  • 1.  Note Fields

    Posted 21 days ago
    General preference on notes fields?  Multi line text with logging vs a related table?  I currently have notes attached to projects and opportunities as a multi line text field with logging on.  Works fine.  I have a few users that requested some features with quick add buttons on mobile etc. so if they get a phone call related to a project they can quickly log notes.  I think the best way to do that would be a formula api button going to create a new related record on a separate notes table.

    Before I go through all of the trouble of updating just curious what people prefer for notes fields.  Related tables or a logging multi line text field (or rich text field of course)


    Ivan Weiss

  • 2.  RE: Note Fields

    Posted 21 days ago
    My preference is a child table as a regular multiline text field. I feel it's a bit unfair to users not to let them edit and correct typos or re-phrase.

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach