Make PROPOSAL NOTES (database view) visible for OPPORTUNITIES in webview

Proposal Notes seem the best place to record overall proposal strategy and other material too general to put in action notes.

  • Guest
  • Mar 19 2018
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  • Alex Bishop-Thorpe commented
    October 26, 2018 05:13

    Adding our voice here as well!

     

    It seems like this idea is duplicates across a few different cases:

    https://renxt.ideas.aha.io/ideas/RENXT-I-563

    https://renxt.ideas.aha.io/ideas/RENXT-I-509

  • Keri Barnhart commented
    March 21, 2018 20:38

    There is an Opportunity Summary note! It's not quite as robust as multiple Proposal Notes, but it's something, and my team often only include 1 proposal note (if any), so we may switch to using it for tracking delays or changes to the strategy or whatever doesn't fit into an action.

  • Guest commented
    March 19, 2018 14:41

    What's the use of Proposal Notes if you can't access them?  Please make this a priority.