Hi - the ability to display the associated notes in the List view of deals is great but there are still shortcomings. Our business development users want to be able to edit and add notes directly into a deal while going through the list in meetings. They don’t want to open up the deal page - they want to edit directly on the List page because during a meeting every second counts and the time and confusion of opening/closing specific deal pages is not preferred.
Ideas:
1. In the Deal->Notes column of a list, provide the ability to filter to display only the most recently entered note. Currently, if there is more than one note, it will group the notes together and display the count of notes rather than the content of the note; the content can be viewed by hovering over the count but again, it will display all notes in a block which can be confusing.
2. Provide ability to edit existing notes and add new notes in the deal preview page. Ideal feature would be to have ability to write in a note directly into the notes field in the deal list and it would create a new note associated to the deal. Then for more detailed notes that have to be associated to other objects or create follow-up tasks, that could be done in the Preview window.
We are needing to maintain an integration with Smartsheet used to track deals and enter notes because the end users cannot edit notes and print deal reports like a spreadsheet easily from Hubspot. Help me get off of Smartsheet!