Proper/Best Use for adding notes as a project or prospect is communicated with?

Using my Dolibarr CRM/SRM Modules
1

Hello all,

I am a new user on Dolibarr V15.0.1. I am having trouble understanding how to add notes when we speak with a current customer about a project or a new prospect as the quote/sales process moves on. Each time someone speaks with a Customer or Prospect we want to document this, so anyone with permissions can see all of the contact date/time and the notes for the activity.

Can anyone point me to something that describes how to do this?

We have tried using the Agenda/ToDo list but only one note can be entered there. We also tried Tasks and only one note can be entered - seemingly the same issue for every place we have looked.

Appreciate any direction!
Thank you,
Tim

2

Hi Tim,
I was looking for the same resource and found your question without an asnswer.
After checking Dolibarr V17.0.2 I realized that inside the Commercial Proposal screen there is a field called “Events on proposal”. In that field you will notice a plus signal to create a new event where you will be able to document the progress of your opportunity.
Best Regards,
Stephan