Hello,
As an improvement I would suggest to allow adding the “description” field in the “Activity” and “History” sub panels This could be done from the “studio”, like for other subpanels.
Why ?
This suggestion is related to the way notes taken after an action (a call in my case) can be accessed in a more “time effective” manner when you are on a given contact form, or on the opportunity form.
As of today, when you are on a contact’s page, the best way (this is my opinion, and please share your ideas/suggestions) to have an overview of your notes “at a glance” is to write the call summary in the “description” field of the contact ( not the description field of the call itself). Doing this, when you open the contact’s page you can read ALL your notes without clicking through the items in the “history” field (past calls, meetings, …). The consequence of this method is that you must store all the contact’s history in his description field.
This seems archaic to me, because I suppose that the best way would be to write the call summary in the description field of the call itself, but if you do so, you will then have to click in each and every history record (past calls, meetings, …) in order to have an overview of the customers history in order to prepare a call for example. When you prepare to call 10 or 20 customers in a row for a sales session, it would be better to have all the contact’s history in front of you on the screen + the information would also be available when you open the “opportunity” as well.
Note : the description field can sometimes be long, it could be possible to limit to 15 lines in the sub panel view for example, or ideally have a sort of expandable field.
This feature could be interesting for many users and could improve the users experience/effciency by reducing the number of clicks needed to get the information.
Miroslav