Use of text types possible in C4C activity?

Question

In CRM 7.0 (on prem) it is possible to use specific text types when submitting activity notes (appointmens, phone calls) which help to cluster the text information. I haven't seen that there is something similar in C4C. There is only one "Notes" text field - and that's it. Is there any possibility in C4C to categorize/index note texts?

Answer 1

Hi Andreas,
As of now, multiple text types are not available but you can go for the alternate approaches. There are couple of alternate approaches and their limitations as well:
1. You can create new custom field called 'Text Type' and make this field as List type. Maintain your         text types in list. Now you can segregate your text based the text type in activity screen.
    Limitation: One activity will contain only one text type.
2. You can leverage the attachment functionality. You can write the minutes of meeting in the word           file\text file and attach them using attachment functionality. You can store all document related the       minutes of meeting.
    Limitation: Time consuming. To know the details you have open all the attachments.
3.  You can utilize standard notes functionality itself. Whenever you maintain the notes keep date and        time before adding the notes. This way you can track and document your minutes of meeting.
     There is no limitation of characters. For every visit you can add the notes keeping date and time.
Hope above alternate approaches solve your issues.
Regards,
Anil Poply