All client notes should be able to be seen in the "People" section as well as "Opportunities"

All client notes should be able to be seen in the "People" section as well as "Opportunities". For example, we had an employee put notes in the people section of Copper. When I went into the opportunities section to move her along the sales process, you could not see those client notes. 

There should be a way to see all notes, regardless of what section you are in of Copper. 

 

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1 Comments

  • All activities and notes logged in people will show in whatever company they are a part of (when in the company entity) and all opportunities will show the activities and notes of any people that are tied to the opportunity.

    So based on that, it sounds like what you are describing should already work as you'd like. Do you have the person that the notes are logged under as a related record on the opportunity?

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