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best way to store ongoing notes from a customer

Question asked by fliss on Mar 19, 2015
Latest reply on Mar 20, 2015 by fliss

Title

best way to store ongoing notes from a customer

Post

We have been using a single note field to record all notes for each customer record.
Users really appreciated being able to easily scroll down to view, copy, paste, and find notes within the field.

But some of the notes became corrupted, and I have been told that having a lot of data in anyone field is not recommended.

So my question is what is the BEST way to keep the users happy with the above functionality (easily scroll through all notes to view, copy, paste, and find notes within the field), but at the same time break the notes field down into smaller related records.

Users do not want to make each note as a separate related record, but rather, after a field gets to a certain size, move a bunch of notes over into one related record.

A FM programmer mentioned to me that a web viewer would be able to accomplish this but I cannot see how that could be done.

Any suggestions would be appreciated.

thanks

 

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