10-26-2013 08:06 AM
Hi all, is it possible to create meeting minutes composed of notes in several opportunities? The idea is that several opportunities are discussed, and in each a note is created stating the action or follow-up required, and then all these notes across the discussed opportunities need to be grouped in order to be saved and exported as meeting minutes.
10-26-2013 09:24 PM
Most likely this would be a candidate for a custom report utilizing crystal reports. along with appropriate database customization.
Might be a job for an ACT Consultant.