Product Enhancements

Notes Section for Meetings/Interactions & Tasks

It would be nice to have a post-meeting/interaction notes section where we could store notes from the meeting.  A separate pre-meeting notes section would be nice as well.  That way you could see the topics/notes you planned on discussing, your notes from the meeting, and tasks from the meeting/interaction all nested under the interaction.  I've been using the feed for this so far, but sometimes character limits get in the way or its more detail than I'd like to include in the feed.

Additionally, for tasks, a "complete w/ note" function or field would be nice, so you could detail the action items taken to complete the task.  I've been using the feed for this as well, but would prefer to keep it higher level (like status updates or asking a team member a question)



1 comment
  • Official comment

    Hi Daniel,


    Thank you for the great suggestion. This changes in our upcoming releases. Please contact your CSM for further details on how this is changing in the lightning experience.





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