Add Notes into DetailView

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  • SPO
    Senior Member
    • Jun 2020
    • 141

    Add Notes into DetailView

    Dear EspoCRM community,

    I have just enabled the events and posts field, which appears on the bottom of the page and allows one to see the editing history as well as add notes if needed. I was wondering whether it would be possible to add/integrate the Notes into the Detail view on top of the page within the Leads data. So that it might act as a field within the detail view displaying the notes one has made regarding a Lead.​

    ​Is anyone aware whether such a possibility exists or might know a workaround to achieve it? I would really appreciate any answers and ideas. Thank you in advance.

    How it currently looks:
    Click image for larger version

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    How I would like it to look:
    ​ Click image for larger version

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  • yuri
    Member
    • Mar 2014
    • 8454

    #2
    A read-only text field populated (appended) by a workflow whenever a Note is posted by a user.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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