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Enterprise & Sell Answers & Best Practices Rich text Meeting Notes - best way to store them?

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Rich text Meeting Notes - best way to store them?

Kristjan Geir Mathiesen over 4 years ago

Hi all

So, some of the employees take notes in OneNote, others in Microsoft Word, etc. What has worked good for you guys as far as rich text meeting notes?

Do you create a custom field or ?

Thanks,

KGM

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0 Ben Hamilton over 4 years ago

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

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0 Ben Hamilton over 4 years ago

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

Ben Hamilton (more)
Cancel
Vote Up +2 Vote Down

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