#190 new
Eric Davis

Notes and comments on Opportunities

Reported by Eric Davis | May 19th, 2010 @ 09:32 AM | in 0.9.11 "Euwe"

I'd like to be able to edit a note on a contact/lead/account and assign it to an opportunity. This will let me group all communications about a opportunity together (e.g. read through a discussion thread about ProjectX).

For a UI: adding a simple select field to the note to pick an opportunity would be perfect (and make it work for Email notes). Then on the Opportunity tag, the notes could just be listed after each opportunity (expand/collapse).

Bonus points if a note can be assigned to multiple opportunities (e.g. one email that talked about two different projects).

Comments and changes to this ticket

  • Mike Dvorkin

    Mike Dvorkin May 19th, 2010 @ 09:51 AM

    • Milestone set to 0.9.11 "Euwe"

    Does it mean that you want to be able to edit emails?

  • Eric Davis

    Eric Davis May 19th, 2010 @ 09:56 AM

    I'd like to be able to edit the Opportunity and maybe the Contact assignments of an email note. I don't know about editing the content, I'll probably never use it (I'd rather leave them as is for a history).

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