We would love a "notes" container to add to Leads and Accounts just like Calls, Meetings, etc. I often get or send emails to clients from my regular email client. With Sugar/SuiteCRM they would let me copy the email text and paste it into a "Note" that is attached to the Lead or Account, just like a phone call or a meeting, etc. I can have unlimited Notes, sorted by date.
The system has "Documents" but those are defined as "files" and I don't want to first save an email to a .txt file and then attach it to the Lead or Account. Currently I'm using the Meetings object for these emails but a "Notes" option (without the need for dates or other meta data) would sure be welcome to us.
Copying text into the Meetings description works, but Notes would be much better... if we had it.
Thanks for a great system.
The system has "Documents" but those are defined as "files" and I don't want to first save an email to a .txt file and then attach it to the Lead or Account. Currently I'm using the Meetings object for these emails but a "Notes" option (without the need for dates or other meta data) would sure be welcome to us.
Copying text into the Meetings description works, but Notes would be much better... if we had it.
Thanks for a great system.
Comment