Is it possible to add a customer field to the Updates/Notes section? | Community
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TerriWi
Level 2
November 17, 2021
Question

Is it possible to add a customer field to the Updates/Notes section?

  • November 17, 2021
  • 1 reply
  • 499 views

I'd like to be able to identify the note as belonging to a category for reporting purposes, for example, meeting notes, blocked, priority, etc.

Today we mimic this by putting a #xxx in the body of the update then then search for notes that "contain" the hash tag, but this is clumsy at best.

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1 reply

snuzum
snuzum
Level 3
November 19, 2021

We use the hashtag option as well then create reports that pull that data for tracking of certain types of communication we are trying to track. Would love to have category options similar to these discussion strings in community! with Custom options! inside updates.

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