IvanWeiss
5 years agoQrew Captain
Note Fields
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)
Thanks!
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Ivan Weiss
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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)
Thanks!
------------------------------
Ivan Weiss
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