06-01-2012 06:35 AM
If I have a company associated with a certain opportunity can I set the default on insert note(in the opportunities view) to share said note with the associated company?
I know that I can add/remove companies, groups, contacts, & opportunities by clicking the ...next to "share with". I was just wondering if I could set it to include the associated company automatically when you generate a note.
06-01-2012 06:34 PM
This is not a default that can be set. If you create a note in Opportunity as you have found it is automatically associated with that opportunity and the same with company notes but to set a default would not be something that could be done easily give you can associate many entities with many other entities