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Notes Management best practice?

Question asked by Niegel Leoncio on Dec 5, 2018
Latest reply on Dec 5, 2018 by André Lopes

Currently working on improving the CRM notes management in our company and one thing we struggle with is a simple way to search for related notes. The main idea is to use a keyword to search for certain created notes/ email content sync'd into Sugar from Outlook. Also having the ability to look at all notes related to an account in one place (This would include notes added to the opportunity, contact or other custom objects connected to an account). One idea was to keep all notes regardless of modules on account record, however, I feel it's not ideal in terms of setup.

 

How does your company use notes in Sugar? Are there tools or processes used to make it easier to find information?  

 

I'd like to hear any feedback on this.

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