I have a simple inquiry: In practice what is more useful or common to use when adding notes to the CRM: Internal Notes or Log Note? The advantage of using Internal Notes is that the user will have to be in Edit mode, and the View List mode, all Opportunities can be ordered by Last Updated.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Účetnictví
- Sklad
- PoS
- Project
- MRP
This question has been flagged
2601
Zobrazení
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Přihlásit se| Related Posts | Odpovědi | Zobrazení | Aktivita | |
|---|---|---|---|---|
|
2
kvě 25
|
1250 | ||
|
1
dub 25
|
1146 | ||
|
0
bře 25
|
1327 | ||
|
0
bře 25
|
1200 | ||
|
0
led 25
|
10 |
The advantage of Log Note is that the message itself can't be edited and has a user and date record.
You can also filter opportunities by Log Note time, by creating a user-defined filter where the domain is "messages > last updated On"