Store pitch line for company
Hello,
What do you think is the best way to store a "pitch line" for a given company? As a text field or as a "note" ?
I want to be able to display it quickly when I open a company.
If I setup as a standard text field, it is shown as a single line, not a text box.
If I create a note, I have to go to the "notes" menu to see if this note exists.
Any idea?
Pitch line example:
2 Replies
I started with a "Pitch" text field. Maybe a parameter to get a multi-line text area in the front client could be interesting
Hi, a solution that mix both can be:
- add a new field relation on company that you call pitch note
- the relation will be of type
company - has many - notes
- make that field visible in record table
- you will directly see in the record table if a company has a pitch note, will be able to add a new one and even filter on it
Keep in mind this is not the same feature as the notes menu on company page. You will only see those notes in the pitch notes of the company, not in the note menu