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Logging conversations, behaviors, in new QB app (similar to CRM)

  • 1.  Logging conversations, behaviors, in new QB app (similar to CRM)

    Posted 08-28-2017 19:36
    I'm currently building out an application that is similar to a CRM. However, I am having trouble figuring out how to add a section that can be reported on (without using a keyword to identify certain notes), and that allows unlimited logging by multiple users.

    Would this be a formula?

    We have considered using the text box for comments, then logging, and another field to identify what the specific conversation or note is--but I'm not sure that is the solution. 

    So, does anyone have experience on developing a field or table catered to logging conversations, behaviors, etc. related to another app/or table with a unique identifier being used only--to tie it into other tables within an app. Sorry if this is confusing. I'm almost confused too!

    Thanks.


  • 2.  RE: Logging conversations, behaviors, in new QB app (similar to CRM)

    Posted 08-28-2017 22:16
    You will want to create a new table to get the function you are looking for.  Some people call them 'activities', 'note', or 'comments'.  

    Then you will have two fields on that new table.  A note field (text-multi line) and a type field (multiple choice)

    Then you can log as many notes to the parent record as you'd like.  Then you can make the embedded report be grouped by 'type' so you can keep different types of conversations together.  You will automatically know when and who wrote the note.