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Notes and Attachments on Salesforce Mobile
We really need to see "Notes and Attachments" on Mobile (attachments less so). Our field uses this section for a majority of their notes, as opposed to logging information in the comments section on Events/Tasks/etc. Without this information, Mobile doesn't provide a complete picture of the history. Sure, you can see event, task, and opportunity history, but you won't know what you talked about last or recent changes to client needs, for example. Most of our field is "mobile" or offline during the day and when meeting with clients. If they want the notes history for a client meeting, they will just end up printing the information.
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Scott_Jorgensen Jul 16 |
this would be especially useful on the new iPhone client because iPhone's have great document viewers to use with file attachments. |
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