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Well,
i poke around a bit in ESPO, setting up a little data, which would show my colleagues the advantages of espocrm, but i admit i am a bit confused. There is an entity, Notes, which seems to accomplish exactly what i need, but it seems, i can't get it hooked up to other entities, ie. a new entity or contacts or accounts.
What i am looking for is to save information, which is neither a call nor a meeting, but an Teams Chat or other type of information.
How can i manage that? Of course i can use a phonecall for this, but this would clutter calendar and confuse people.
What about having a Note entry in Menu, opening it, being able to attach this to a record / entity.
I am wondering, whether there would be an easy way to get this done?
Thank you for any idea how to do this. I think, this is not so uncommon, right? Saw that in other CRM's as well...
Best
j_m
i poke around a bit in ESPO, setting up a little data, which would show my colleagues the advantages of espocrm, but i admit i am a bit confused. There is an entity, Notes, which seems to accomplish exactly what i need, but it seems, i can't get it hooked up to other entities, ie. a new entity or contacts or accounts.
What i am looking for is to save information, which is neither a call nor a meeting, but an Teams Chat or other type of information.
How can i manage that? Of course i can use a phonecall for this, but this would clutter calendar and confuse people.
What about having a Note entry in Menu, opening it, being able to attach this to a record / entity.
I am wondering, whether there would be an easy way to get this done?
Thank you for any idea how to do this. I think, this is not so uncommon, right? Saw that in other CRM's as well...
Best
j_m
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