Relate Opportunity Notes to both Account and Contact

[jdhamilton]

Does anyone know how I can create a Note inside an Opportunity and Relate it to both an Account and Contact. The Relate To: field only allows me to pick one.

I have sales reps working inside opportunities, and each time they place a call, we'd like them to create a note that then is displayed in all 3 places. Opportunity, Account, and Contact.

Any ideas?

[sugarcane]

Hello,

Unfortunately, out of the box, you can only relate a note with a Contact and one other module. If you are creating the note in the Contact detail vie (using the Notes submodule), the system will automatically link the note to the contact AND the Account that the contact is attached to.

If you create the note from the Opportunity detail view, then the note is auto linked to the Opp, and you can search to also populate the contact field.

Once you create the 1st note, you could use the duplicate button to duplicate the note and then select the third module. Your other option would be to create a second relational field that you add to the notes module.