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Add a field to a note

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New Member
Posts: 2
Country: USA
Accepted Solution

Add a field to a note

I'd love the ability to add a field to a note.

 

This would help me categorize the calls, issues, or events the note is related to. 

 

I could check a box that a note is event related, or if the note relates to a technical issue. 

 

Now I use color for some note entries. Can I search based on text color?

I also use keywords at the beginning of the entries, so I can do keyword searches.

 

Thoughts/asistance appreciated!

 

 


Accepted Solutions
Solution
Accepted by topic author zturner
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Add a field to a note

Instead of Notes, use Histories. You can even create Custom Activity Types for the categoris and each type would have a Regarding list, plus free-form Details

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Solution
Accepted by topic author zturner
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Add a field to a note

Instead of Notes, use Histories. You can even create Custom Activity Types for the categoris and each type would have a Regarding list, plus free-form Details
New Member
Posts: 2
Country: USA

Re: Add a field to a note

Thank you! One more item solved.

 

Zack