Rich text Meeting Notes - best way to store them?

Note taking is an interesting one as it can be a very personal thing, and I am loathe to try and change something so ingrained into our habits without an appropriate sweetener. Before you get to Word/OneNote, lets start with the more basic digital divide: those who write in notebooks and those who do not.

It is worth considering that those who write in notebooks need to share their notes - so will either photo/scan, or type a digest in afterwards.

Those who are digital to begin with are usually writing in OneNote/EverNote/Apple Notes because it links to other devices they already use, and lets them categorise/tag in a way they can find the notes afterwards. 

The question becomes: what do you bring back into the CRM?

I've had good success with users summarising their notes to a digest in the CRM, and providing a link out to the externally hosted note content (whether an upload of a photo, or a link back to OneNote share link etc). Given that the content in the CRM in this case is just a digest, keeping it in plaintext is fine, and the only actual change you make to the system is the addition of a URL field.

Excellent suggestion regarding the use of a URL field.

Hi Kristjan, good thoughts from Adam on this above, if you're using an iPad and Apple pencil, you can use the iOS app Goodnotes 5 to do this also. 

Short 38 sec 0video here to show how https://vimeo.com/448406127/178f3e1357 

Summary: Goodnotes 5 → take notes → convert handwritten notes to text → copy and paste into SugarCRM meeting note