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Organizing Client Notes RRS feed

  • Question

  • I have had an interesting request by a user.

    When entering notes after communicating with a client, is it possible to enter the notes in the contact notes area, but have then accessable in both the contact notes and the account notes ?  

     

    Logically the notes should be with each contact within an account, but if you just wanted a summary of notes, why should you have to go to each contact. Why not just go to the notes within the accounts and get the whole picture ?

     

    How are others doing it ?

    Thanks

    Thursday, December 18, 2008 8:52 PM

Answers