Meeting Notes in Description or Note?

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.

Parents
  • No matter how Writers and External Systems got used to provide the descriptions to key events - all of key events to be collected on the TimeLine for the sake of Readers' fast and comfortable observation from historical perspective and in nessesary contexts, e. g. Accounts and Contacts -  per record or per filtered group of records.

    If the Writer has not explicitly set relation that enable key event description for the  Reader  (have you seen Writers that always care of Readers?) , e. g. the Meeting held is related to  the Opp instead of  Account, that case might be and should be processed by properly configured top-level CRM - allowing Readers to observe description on the Accounts TimeLine - for the Account to which the Opp belongs to.

    CRM adoption by Readers is possible without  restricting Writers' way of working  - just let TimeLine Viewer do the work and, if nessesary, extend a list of  events collected with custom ones - with configuring. 

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • No matter how Writers and External Systems got used to provide the descriptions to key events - all of key events to be collected on the TimeLine for the sake of Readers' fast and comfortable observation from historical perspective and in nessesary contexts, e. g. Accounts and Contacts -  per record or per filtered group of records.

    If the Writer has not explicitly set relation that enable key event description for the  Reader  (have you seen Writers that always care of Readers?) , e. g. the Meeting held is related to  the Opp instead of  Account, that case might be and should be processed by properly configured top-level CRM - allowing Readers to observe description on the Accounts TimeLine - for the Account to which the Opp belongs to.

    CRM adoption by Readers is possible without  restricting Writers' way of working  - just let TimeLine Viewer do the work and, if nessesary, extend a list of  events collected with custom ones - with configuring. 

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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