9 Replies Latest reply: Feb 23, 2012 2:13 PM by Sathya Subramanyam RSS

Multiple Text Types on the Interaction record - CRM 7.0

Sathya Subramanyam
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Question Regarding multiple Text/Note Types in Interaction Record:

 

How would we go about to implement this requirement  of - If possible the main ticket/interaction record should have room for general notes, communication notes and recommendation notes.

 

Currently the way I understand how this works is

Interaction Record in essense is Transaction Type.

When you define a transaction type in here you define the text determination procedure as well.

So to accomodate this requirement how would i go about defining multiple Text/Note types.

So ultimately the agent is able to choose A B or C and record the interaction.

 

Any help is highly appreciated.

Sathya