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CRM 2011: Notes type RRS feed

  • Question

  • Hi All,

    My call center do write notes in CRM after any communication with the client. The requirement from the call center is they want to define a type for a note. For example, if the call was made for an application regarding invoice then the note should be of invoicing type. Ideally there should be a picklist for note's type.

    Any idea? please.

    Thanks,


    Hassan

    Friday, November 21, 2014 2:11 AM

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