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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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  • 0 Sugar Employee Badge

    To keep it simple: The description of a meeting is added to the invitation when you click on the "Save and Send invites" button.

    So, when you add your meeting notes to the description you should always have in mind that a single click can send these notes to the invited persons.

    That's the reason why many companies use additional notes for the meeting notes.

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH

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  • 0 Sugar Employee Badge

    To keep it simple: The description of a meeting is added to the invitation when you click on the "Save and Send invites" button.

    So, when you add your meeting notes to the description you should always have in mind that a single click can send these notes to the invited persons.

    That's the reason why many companies use additional notes for the meeting notes.

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH

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