Hello there!
I've a consulting if it's posibble to create a section and/or field where we can save "Notes".
Today in the CRM Opportunity Form we have the follow imagen:
But we have 2 type of documents that can be attached in a opportunity:
(1) Information Documents
(2) Primary Documents
The diference is that Primary Documents "will" be needed to continue the process (Example: In Stage1 we need the MANACT) [With primary it don't mean that it's 100% needed, User can move to Stage2 if they set "Manact Inicial" = Yes, but he has the responsability to attach this document later].
One of the User ask me if it's possible to make a thing like it:
So it'll help to their boss (and theyself) to find if they attached or not this documents.
PD: Both are notes and documents, but you can't see both types in the same section (information in primary and primary in informaion).
If it has a posibility, any can say me who? or where I must read to make that? thanks you.
