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Creating a notes system like you would find in a CRM

  • Hi everyone,

    I’m wanting to create a notes system like you would find in a CRM. For example, you may have a call with someone once a week and you update their account with a new note that is timestamped each week after the call. You can then view those notes in chronological order based on those timestamps.

    I figure this is therefore some type of repeatable field group but I’d appreciate the community’s input on this before I go ahead and work on it. Has someone done this already? What method would you recommend?

    Thanks in advance

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