In every doc comment is default,where the data stored?i will try to enter several commenst but it is not visible next time
This one boss,
In lead we have to enter 3 to 4 times for a single lead,that i need to show one by one to the client
Can you explain scenario?
Sir
Thanks for the quick reply.
imagine am a marketing person and i need to fill data in ERP-CRM
First i will select lead and filled all essential data and choose next visit date as 21-10-2016 and save the data.Lead No LEAD-00003
On 21-10-2016 again i will meet the same customer and comment need to update on same lead LEAD-00003
like this i will type visit my client in random days and type the comments on that day.Now my boss requesting the summary of LEAD-00003,so i need to show all my comment.
Search for Communication List in search bar, apply filters, Reference Name like "LEAD-00003" and Comment Type = "Comment". Select the records and Print them.
1 Like
Ya it’s fine
thanks a lot for saurabh6790 and KanchanChauhan.