Nov 07 2022 10:47 AM
Hi all,
I would like to create a list of customers in SharePoint, but I am not sure the list feature suits best. I would like to be able to click on a client, and then have it open another page where you can add notes, to keep track of communications with the client. Sometimes it can be a lot of text, if for example there is a need to copy and paste email exchanges. Then, if the latest notes about a client could be displayed in a newsfeed on the starting page of the site, that would be perfect!
What would be the best option to do so in SharePoint ? As I said, I am not fully convinced by the list option, as some customers might have long text to be added.
Many thanks in advance
Nov 07 2022 10:58 AM