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Thread: Can I create a Note "related to" Project AND "related to" contact

  1. #1
    marcuscake is offline Member
    Join Date
    Aug 2008
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    Sydney, Australia
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    Default Can I create a Note "related to" Project AND "related to" contact

    I know that I can add a note that is "related to" a project.

    I also know that I can create a note "related to" a contact.

    Can I create a note that is "related to" project AND "related to" a contact. I want to be able to make notes about a contact for each project?

    I would like to display these notes as a subpanel in the project view. Any ideas?

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
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    1,207

    Default Re: Can I create a Note "related to" Project AND "related to" contact

    Hello Marcus,

    when you create a note, there should be a field in the note where you can select a Contact, and also a field 'Related To'. Simply select the Contact you want to associate to this note (if you create the note from the Contact subpanel, this will be auto populated for you) and then select 'Project' from the Related To dropdown and search for the project you want to associate the note with (if you create the note from the Project subpanel, the project will be auto populated and you will need to select the Contact).
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