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
  • In case you haven't seen it yet, this release note was included for Sugar 11.2 (Q4 2021)

    • Improved usability for calls and meetings: A new field, "Internal Notes", has been added to the record view for calls and meetings. Internal Notes are only visible to internal Sugar users. The Description field has been renamed "Invitation Body" to clarify that its contents are visible to all internal and external invited guests.

    That might be a good place to have your salespeople enter notes in order to avoid accidentally sending those internal notes to participants. 

    Lydia Manger

    Product Manager — Sugar Discover

  • IMHO, the question to CRM as to software technology is hardly about if some notes are internal or external - there is always a human factor.
    The question is how to use notes and generally key history collected by the whole team for the sake of knowing the customer better and improving company-to-customer relationships based on that knowledge.
    Therefore storing data in a way it could be retrieved and analyzed fast - that is the main challenge that CRM software should solve for companies.
    Keeping meeting outcomes as the multiline note is truly quick and a handful for the writer, however, it helps with companies' challenge of collecting and employing key customer info no more than old-school meeting notes saved on the paper sheets.
    Literally, putting paper sheets to the monitors' screens is hard to be considered as the next level of doing business.
    It should rather be employing capabilities of data management that modern software provides - e.g. for recognizing and tagging the key info collected in a call


    AWS allows doing that and we employ its capabilities in Sugar for our customers already - and thanks to Sugar platform openness in its DNA - no code


    I hope this makes sense

    Best Regards,
    Dmytro Chupylka

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

Reply
  • IMHO, the question to CRM as to software technology is hardly about if some notes are internal or external - there is always a human factor.
    The question is how to use notes and generally key history collected by the whole team for the sake of knowing the customer better and improving company-to-customer relationships based on that knowledge.
    Therefore storing data in a way it could be retrieved and analyzed fast - that is the main challenge that CRM software should solve for companies.
    Keeping meeting outcomes as the multiline note is truly quick and a handful for the writer, however, it helps with companies' challenge of collecting and employing key customer info no more than old-school meeting notes saved on the paper sheets.
    Literally, putting paper sheets to the monitors' screens is hard to be considered as the next level of doing business.
    It should rather be employing capabilities of data management that modern software provides - e.g. for recognizing and tagging the key info collected in a call


    AWS allows doing that and we employ its capabilities in Sugar for our customers already - and thanks to Sugar platform openness in its DNA - no code


    I hope this makes sense

    Best Regards,
    Dmytro Chupylka

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

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