One of the greatest features of SuiteCRM is “View Summary” button. We use it mainly with Opportunities, Cases and Projects and it gives us the fast access to whole history of the thread.
Unfortunately, this resume includes only Notes related directly to the thread. Notes related to Calls and Meetings (which are related to the thread) are not included.
I would like to describe more precisely what I’m taking about:
- We have an open Opportunity, Case or Project.
- A Customer calls and during the call we set up a meeting. After the call:
- I log an incoming call and fill it’s description (what we were talking about),
- I plan a Meeting in the calendar (status: planned). In the “description” field I note what we plan to discuss on the meeting (example: “Price negotiations. Try to avoid changes”).
- After the meeting is over - I change its status to “Held” and click on button “Notes” (related with this meeting) - where I log information of how the meeting really was (example: “Not suceed. They demand 20% discount”). It’s quite a different information than what we were planning the meeting to be.
Now, if I click on thread’s “View Summary” button (on Opportuniy or Case or Project) - I see the history, with the meeting included - but without the notes I created after it’s held.
Technically it’s logical - the Notes are related not with the Project, but with the Meeting only… - but this way we loose the key information.
The simplest workaround is of course to change the Meeting’s “description” - but it’s not the way, since if we replace the first description - we loose the difference between of what we plan and what happened in reality.
Another workaround is to relate the Note not with Meeting or Call - but with Case or Project directly - but it’s also not the option, because we don’t see the notes on Meeting’s details page.
Any ideas how to improve it?