If we start overwriting each others’ Background field upon Import of duplicate Outlook records with different values under Notes, it’s less than optimal.
Tons of useful information often gets stored in Outlook Notes, including CRM-like records of conversations we’ve had, pasted emails, account numbers, customer service advice, etc. I know, I know, “You guys really need a CRM!“ Anyway…the result is that some of our users are in love with their Outlook Notes field’s contents. OK, I am anyway.
We wonder if you could concatenate the contents of the two Outlook Notes fields together, rather than having the more recent Notes simply replace the contents of the older Notes?
Or possibly put each of the Outlook Notes, or the additional Notes, down below as Solve360 “Activity” Notes, instead of under Background? Now that would be slick.
Or else just allow the duplicate, and we can sort it out manually.
