Issue #7116 invalid

Need ability to further categorize notes and tasks

Rick Apeland avatarRick Apeland created an issue

I added a custom field to be able to sort notes by information category (i.e. pre-sales, transaction, customer complaint, feedback, etc.) and can write custom SQL queries to report on them, but I imagine many would benefit from adding an additional configurable sorting category to notes and tasks.

Customer service people need to quickly sort through a lot of unstructured information when serving a customer and these fields are often used to capture the interaction history of a customer. An ability to filter them by a configurable information category would greatly improve the usability of this system.

It would also help to personalize the location of these portlets (as in the contact view) as not everyone values each portlet's utility the same.

Inspired by your work...

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