Central access to notes and attachments through associated account RRS feed

  • Question

  • Hi, all -

    We have a complex pipeline process and would like to be able to access notes and attachments in one place from lead and opportunity records associated with an account.    We were thinking that the account itself might be the place.  

    Is there a way of viewing notes and their attachments from leads and opportunities through their associated account?


    Tuesday, December 9, 2014 3:03 PM

All replies

  • There isent.

    Using notes on the account is your best bet, unless you want to create a custom solution using the SDK to display related entities notes.

    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    Tuesday, December 9, 2014 4:34 PM