12 Days of Sugar Customizations: Notes Summary

by Roxana Rangu on December 20, 2019

2 minute read

On the 8th day of Christmas, my Sugar partner gave to me…a quick peek into recent activity without the need to drill down into the module!

 

As we head towards the most magical time of the year, we’ve got a new helper into our team of Sugar Customizations that allows you to get attached record notes you need in a heartbeat without extra clicks and waiting for page refreshes in your browser. 

The Notes Summary shows up to five of the most recent notes from the Notes subpanel and puts them into one field for viewing. This gives users a quick peek into recent activity without the need to drill down into the module.

Notes Summary screenshot

The content in the Notes Summary field is super easy to follow and it consists of information taken from 4 fields of a Note record:

  • Date Created
  • Assigned to
  • Subject
  • Description

The Christmas season is all about lights, sharing and gifting our loved ones. And it’s also a great time to get closer to your employees and offer them time-saving solutions! Tomorrow will bring you another present, so make sure you check our website for a new surprise Customization!

If you are interested in the Notes Summary package, reach out to us and we’ll happily schedule a call to help you make a decision!

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