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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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    We use the Comment Log in the various modules for anything that is internal and that way any fields such as this that can accidentally be visible by the customer either via an email, portal or otherwise are known to be external. Given there is a comment log not sure why this Internal Note etc field renaming was done.

    We have separately suggested some minor improvements to the Comment Log as it is unforgiving with typos.

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    We use the Comment Log in the various modules for anything that is internal and that way any fields such as this that can accidentally be visible by the customer either via an email, portal or otherwise are known to be external. Given there is a comment log not sure why this Internal Note etc field renaming was done.

    We have separately suggested some minor improvements to the Comment Log as it is unforgiving with typos.

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