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I have Opportunity attached to an account.
Now when ever i will take notes on this opportunity the same notes has to be shown account note
Thanks,
Rahul Tiwari
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Hi Rahul,
You can write a plugin/custom workflow on notes and check if regardingobjectid is opportunity than create notes on the customer of opportunity if it is account.
here is the reference to get notes: http://himbap.com/blog/?p=1672
Thanks
Thanks for your reply,
If so i create notes via plugin on Account but there will be redundancy of data(Notes).
And if same notes user want to update from opportunity, So how come make that also happen.
"If so i create notes via plugin on Account but there will be redundancy of data(Notes)." -not clear how there will redundancy in account ??. Plugin will only create notes in account when note is added to opportunity.
> you can write plugin on create and update as well.
Let suppose i have written a plugin for notes(Create).
And came on opportunity and entered some notes for this as per my requirement the same note has to be visible to the account of opportunity.
As in my plugin the same notes will be created on the account and Opportunity both places(redundancy).
Is there any way to just attach that notes to account.
Rahul tiwari
When note is added it is associated with that entity record using regardingobjectid, so currently your opportunity have note associated and if you want to associated same notes with account you can do that with the above option.
BUT if you don't want to create note with account and just want to show it under account form (means note is associated with opportunity only) then you can use java script to show notes using iframe. for example like this: readybms.blogspot.ae/.../viewing-lead-notes-in-related-accounts.html
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