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JessicaAdkins's avatar
JessicaAdkins
Qrew Cadet
8 years ago

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

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 ...
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MCFNeil's avatar
MCFNeil
Qrew Captain
8 years ago
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.