Tracking appointment/meeting notes related to an appointment is essential in a transparent organization. What is the best practice approach and out-of-the-box approach to do that? I have come across the following, but they all seem hacky or not functional enough:
- Adding a note (annotation) to a contact: works if the appointment is related only to one contact, but if there are multiple contacts involved you have to duplicate the note.
- Adding a note (annotation) to an account: works if the appointment is related only to one account, but if there are multiple account involved you have to duplicate the note.
Notes generally are not directly related to an appointment, so you would have to copy the appointment subject into the note subject field in order to related the note to a specific appointment.
- Adding a custom text field to the appointment: possible, but as soon the appointment is closed the field cannot be edited any more.
- Adding a timeline with notes to the appointment entity: this works even if the appointment is closed, but you cannot roll-up the notes from the appointment to account
So, how do you track meeting notes / appointment notes / minutes?
