Show address book history under an opportunity record
From web access I would like to be able to see my address book history while viewing an opportunity. This could be additional filter options in the history tab itself or a separate address book history tab that follows the opportunity. The windows client presented three tabs and facilitated seeing the address book notes while you were on an opportunity. From web access we have more navigation to do the same thing.
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Jin Yu commented
Allow viewing Address Book entry notes in an opportunity will be available in on premise in the upcoming Maximizer CRM 2021 R1 release. In this release, you can also view the Address Book entry notes in a case.
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Jin Yu commented
The ability to view Address Book entry notes in an opportunity will be available in the upcoming Maximizer CRM 2020 R2 which will be released to CRM Live customers in mid October.
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Anonymous commented
This is 100% necessary
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Anonymous commented
I agree with Veronique, Notes from address book should also be available to read and write on the opportunities modules.
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Veronique commented
It would be great if the notes from the opportunities were the same than the address book ones! Having them split up is not useful :/
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Anonymous commented
this would be awesome
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Matt commented
This is 100% necessary
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Jon Arancio commented
Some method of 'contact switcher' would also be needed so that a user who is on an opportunity could easily post an address book note to any of the contacts on that firm. The goal is to not have to navigate off of the opportunity to perform typical work.