by urdhvatech

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#3481 - Create a note from a comment rather than a file upload?

Closed Feature created by rhsfit 4 years ago

Is it possible to create a NOTE in the lead's history from a comment (text box) on the form? I don't really like saving the lead's initial message/question in the description field.

  1. urdhvatech member avatar

    urdhvatech Provider Affiliate

    4 years ago

    Hi Brian,

    Easiest option to do this is, create a workflow for module leads and set action to create a note. Feel free to get in touch if you have any query. Our skype id is: urdhvatech

    Thanks, Team Urdhva Tech

    • rhsfit member avatar

      rhsfit

      4 years ago

      Thanks. I'm on Sugar 6.5 CE so I don't think Workflows are an option. Is there another way?

  2. urdhvatech member avatar

    urdhvatech Provider Affiliate

    4 years ago

    Yeah, Need to customize by creating logic hook.

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