Forum Discussion
DonLarson
Qrew Commander
Barry,
Here is a different solution that does not use the Multi Choice Text or the appended notes field.
If you use a child table you get a lot more control and better reporting. Your users will add a Call Log record where they select the Call Type from the parent table. That will look the same to them. Then they type in the notes in a dedicated field and click save.
You then display the results on the Customer record as an Embedded report. If the user interface needs to closely resemble the old note you can build a formula text field in the Call Log Table that looks something like:
[Create Date]& [Record Owner]&[Call Type]&[Note]
You will be much happier when management asks you for a report on how many calls last month were made by each person of the type Sale. You will have the data which is not true of an appended notes field.
------------------------------
Don Larson
------------------------------
Here is a different solution that does not use the Multi Choice Text or the appended notes field.
If you use a child table you get a lot more control and better reporting. Your users will add a Call Log record where they select the Call Type from the parent table. That will look the same to them. Then they type in the notes in a dedicated field and click save.
You then display the results on the Customer record as an Embedded report. If the user interface needs to closely resemble the old note you can build a formula text field in the Call Log Table that looks something like:
[Create Date]& [Record Owner]&[Call Type]&[Note]
You will be much happier when management asks you for a report on how many calls last month were made by each person of the type Sale. You will have the data which is not true of an appended notes field.
------------------------------
Don Larson
------------------------------
BarryDolan
2 years agoQrew Cadet
Thanks, Don, but the scenario you described doesn't fit our purpose. We actually have it set up that way now to some degree, where we can report on Type. But these changes are coming from the owner and what he wants to do when he's getting ready to meet with the client, he wants to quickly review all call logs for that client without having to open up each call log entry. But having only one call log entry and adding new call notes with each call, he can just scroll through all the notes to see all the history of calls for that customer.
------------------------------
Barry Dolan
------------------------------
------------------------------
Barry Dolan
------------------------------