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Add Grouping capabilities within Notes & Attachments
Administration & Sharing,
Group records on the Notes & Attachment related list by type, either Notes OR Attachments, and allow the ability to define how the records should be listed within each category. In this way, as the quantity of records grows with time, it will be much easier for a user to see for example all the Attachments in one group order in whatever way he or the admin can define (most likely created date)...instead of seeing a mixture of attachments and notes, which depending on how the related list is used can be very confusing and not intuitive.
- 8 months ago
- 4 years ago
- 4 years ago
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San Francisco, CA 94105
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