Improve connection between Notes and Tasks
Apologies if this has already been raised - could not find any reference to it.
Currently in ZohoCRM Notes and Tasks are two separate areas.
As a work flow, it is common that while entering Notes there is usually a direct Task that needs to be added as an Action . As an improvement, it would be cool to invoke a Task directly from within the Notes section and link them too, to avoid having to close and save the Note and then start a Task separately. (Currently if you maintain lots of notes on a Lead/Account/Potential etc, it takes a while to find the relevant Note when the Task reminder happens - you now have to scroll through various notes to find the one relevant to that Task and then repeat that each time you renew the reminder.
Creating the Task via Notes would also need that Note to remain linked to the task for quick reference. After the Task is complete the Note should remain as history with the Task shown as 'completed' (E.g. Option to retain or uncouple the Notes from the Task and reattach to another task)
Also there currently is no area in Task to write specific task notes relating to that Task when creating it.
It would be useful to have a Task 'notes' box as the heading line does not allow enough room to add your relevant info.
Many thanks
PS really enjoy using ZOHOCRM - thanks for a great product!.