The ability to copy NOTES between Constituent to Account so that it appears on both - like soft credits/calendar

11:06

Bikash Dayal

If I understand you correctly, you want individual contact to reflect under Two different accounts without a note right?

 

11:18

Kristen

Well...we want to have the indiv reflected with an acct and well as an individual. But we want to update with a note under the indiv. AND have it automatically update and see it under the note under the account to which the indiv is connected.

 

11:14

Bikash Dayal

Kristen, notes would not apply in this case. The journals would only reflect in both the accounts only incase of soft credits and calendar items.

 

11:26

Kristen

Oh. What about the feature in Relationships with Notes as an option. Must we only either KEEP all Journal Assoc Data OR MOVE the following Associated Data? Can't they be both places? Why not COPY Assoc Data as an option?

 

11:20

Bikash Dayal

Kristen, If I am getting this right; would you want to see an option to Copy the Note to Two Accounts or See them under both the accounts.

 

11:29

Kristen

Yes. That is exactly right. possible?

 

11:21

Bikash Dayal

Unfortunately, I don't see a way to do so.

 

11:21

Bikash Dayal

You are right in expecting such though, since it is very much similar to what Soft credits and Calendard items look like.

 

11:22

Bikash Dayal

But unfortunately, notes is missing this feature. I think that would be a great post on Aha! - our idea gathering site for requests like this! When ideas are popular and get a lot of votes our product development team knows what our users want and need to have in eTapestry! Click here to post your idea:

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• Aug 28 2015
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