Hi there,
One of the customers of us have a requirement as per below:
- Ability to record notes with type of notes for e.g. type as Candidate call, Client meeting etc.
- Tag other users in notes. Other users receive an email notification of the tag including hyperlinks back to the record from which the note originated.
- Link a note across related records (contact, job or other)
- Set a task, while completing a note
- Report on notes, via subject pick list (e.g. Candidate call)
4 respuestas
Anyone is this possible if yes how can this be done?
Use Chatter @mentions within notes
