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Meeting Notes in Description or Note?

John Kitsmiller

I am curious if you guys put the notes from a meeting in the description of a Meeting in Sugar, or if you have salespeople enter them in the Notes subpanel.

To date we have been using the description because when looking at a meeting in the Account or Contact record, the Preview allows a user to see the meeting notes without opening the meeting.

Hopefully that makes sense.

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    I may say that field Description is intended for the subject of the meeting.

    Some customers had asked to add a custom text area field which would get description of all related notes so users can easily preview the historical data of meetings, which definitely fits your very question.

    Feeding such custom field may be triggered by a combination of sugarLogic formula and SugarBPM process.

    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0

    I may say that field Description is intended for the subject of the meeting.

    Some customers had asked to add a custom text area field which would get description of all related notes so users can easily preview the historical data of meetings, which definitely fits your very question.

    Feeding such custom field may be triggered by a combination of sugarLogic formula and SugarBPM process.

    André Lopes
    Lampada Global
    Skype: andre.lampada
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