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  • Transfer tracking notes from lead to opportunity

    Hi all, We have a customer who would like for any tracking notes created against a lead be transferred to the opportunity when the lead is converted so that they can see the tracking note history from when it was a lead. Is anybody able to recommend…

  • Put the last tracking note of a solution in a field soln_lastnote

    Hi, I want to display on a Solution a field "Last Note" (soln_lastnote from the table Solutions) which would contain the last tracking note (Soln_ProgressNote from the table SolutionsProgress). When someone uses the Workflow and updates a Solution,…

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