Solve360 Discussion Forums

Opportunity note section

Jul 18, 2010 02:46am dave@vm Lyncean 345 posts	In ‘Activities—> Opportunities managed by’ there is a column called ‘Note’ If you enter something into this ‘Note’ section it does not get passed back to the Opportunity Activity when viewing in the Project Blog, or Contact record. Is it possible to do this? This similar feature works when adding notes to Tasks from the ‘Show next actions’ activity screen, so it should be able to work here for Opportunities

Jul 19, 2010 08:31am Engineering SpecialOps Administrator 1988 posts	Hi Dave, Actually this “Note” field is special - it is a shortened version of the real label “Why we won” or “Why we lost”. It is displayed on the form when the status is changed to Won or Lost.

Jul 19, 2010 10:52am dave@vm Lyncean 345 posts	Aha, that makes some sense now. So, if that field is only used for the Won or Lost, I suppose that the column Notes shouldn’t show in when we are displaying Pending/Discussion or On Hold in the report, and it should actually be called Why we Won/Lost? Would reduce some confusion about that Notes field.