We have used the Notes tab for years to track important statistics, venue information, night-of program information, and so much more. Since we use a 3rd party auction software to track some information, we make notes in RE to track things that may otherwise be forgotten post-event when analyzing things. We really need to be able to view these historical notes moving forward, once the DB view goes away. We also need the ability to add such things in the future. While some things could be added elsewhere (e.g. on vendor records), that information will be lost as it is hard to link it directly to the pertinent event. Please, please, please, add this tile to NXT view. Thanks!
In data base view RE I have a full years of set action tracks by month placed on the event record, that notify each staff member monthly what their tasks are.
Notes:
random notes about seating, who likes who, who not to beside who
Notes about what to add into next years actions tracks, things that were missed this year that I want to remember next year
Thanks for your Idea! Can you describe a bit more what you use Notes and Actions for on an event record today? What type of information are you storing there?
We have used the Notes tab for years to track important statistics, venue information, night-of program information, and so much more. Since we use a 3rd party auction software to track some information, we make notes in RE to track things that may otherwise be forgotten post-event when analyzing things. We really need to be able to view these historical notes moving forward, once the DB view goes away. We also need the ability to add such things in the future. While some things could be added elsewhere (e.g. on vendor records), that information will be lost as it is hard to link it directly to the pertinent event. Please, please, please, add this tile to NXT view. Thanks!
Actions:
In data base view RE I have a full years of set action tracks by month placed on the event record, that notify each staff member monthly what their tasks are.
Notes:
random notes about seating, who likes who, who not to beside who
Notes about what to add into next years actions tracks, things that were missed this year that I want to remember next year
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Hi Alaina,
Thanks for your Idea! Can you describe a bit more what you use Notes and Actions for on an event record today? What type of information are you storing there?
Samantha McGuin
Principal Product Manager, Events