New Note Should Update Modified Date/Time of Related Record
I would like each New Note to update the Modified Date/Time for the related record.
My Sales Reps like to sort a list of Contacts or Potentials by Modified Date/Time in descending order so that the records they have most recently updated appear at the top of the list. Therefore, we have Modified Date/Time as one of the columns in our views so they can simply click the header to sort the list.
After they speak with a Prospect or Customer on the phone, they will add a New Note to the Contact record or the Potential record. This does create a Modified Date/Time for that individual note, but it does not update the related Contact or Potential record.
My first choice would be to have the related record Modified Date/Time updated after each New Note is added.
My second choice would be to add Date Note Modified in the Available Columns list when creating Views. I could the create a View with criteria to show all Contacts that have been Modified since XX/XX/XXXX and Date Note Modifed since the same XX/XX/XXXX.