The ability to finer control the behavior of timeline activities and Notes is great, in particular the ability to display notes of a related record on a account this is a big improvement however when those activities or notes are shown they lack of context. (aka the regarding field)
ex. If a note is created against a case, when displayed on an account it's actually impossible to understand that the note is created regarding the case.
same case for related activities that are not related to either a contact, account, case or Opportunity the regarding info is not presented making difficult for user to understand the context
Comments
We need to be able to customize the card form of a Note in order to display the regarding field. Without this, the extended rollup functionality of Notes is useless. Why is this possible for Activities, but not for Notes?
If you look in the D365 Sales Mobile app, we do get a regarding field for Notes on the form, so why is this not possible in the unified interface?
Category: General