Looking for functionality to automatically copy notes from a deal to the notes in a contact
Looking for the functionality that will automatically (maybe with an on/off toggle, in case some people won't use this functionality) copy notes recorded within a deal to the notes activity for a contact.
For example, if a customer has a deal open for one of their contacts and they are putting notes into the deal, once that note is saved, it will auto-copy those notes to the contacts notes as well.
Use-cases I could see this being used for are if a contact goes through multiple deals per year this will allow all notes from several deals to be compiled for a contact automatically rather than needing to "associate" the contacts every time.
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I agree. Some members on my team add notes to the contacts they add. It is my job to change leads to deals and add to the pipeline. When you click on the contact (or deal) it brings you to deals' notes, not contact notes. This makes it hard to follow previous correspondence. You then have switch from deal screen to contact screen. Not very functionable.
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