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ReportLooking for guidance on handling customer visit reports / meeting notes ("Visit Report" from here on out).
Our sales people visit customers and potential customers and write up a text Visit Report after the meeting. This sometimes includes an assessment of the visit and opportunities related to the visit that should not be sent to the customer.
We have been putting the Visit Reports into the the "Description" field of the Appointments entity, however this field is typically updated to the attendees' (including clients) calendar. We have disabled e-mails for now, but this is not a preferred long-term solution.
Our requirements are:
1) Client should not receive a copy of the visit report (by calendar updates)
2) Information should roll-up to the main account page (If the meeting notes are buried in the Appointment entity and do not roll-up / are not visible on the main account, they are not useful in day-to-day practice).
3) Should be able to generate a report for each sales person showing their Appointments and the Visit Report text.
The benefit of using the Description field is that it rolls-up to the Account and the description is visible directly from the Account page. Neither the built-in Notes control nor a custom "Meeting Notes" field in the Appointment entity. The Notes control is not available for reports, so I have eliminated this as an option.
In the "Activities" section of an account form, is it possible to have a custom field show up in the expanded view instead of the Description field?
Alternatively, any recommendations for maintaining the Appointment calendar functionality and creating a custom "Visit Report" that accomplishes the above?
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