The idea is to enable a user to add a brief (3/4 line) status of a client which can be specifically used for reporting purposes. In the Summary view under Relationship 360 provide the following:
Status Summary [FREE TEXT BOX]
e.g. Status Summary [Customer is planning to deploy a new customer in Dec. To provide quotes for additional services.]
The existing Comments free text field should still be used for general information and I actively use it for info not yet available on our existing deployment.
Other requirements
1. Be able to export the Summary field details for a specific customer or all assigned customers
2. Be able to select the fields to be exported e.g. Client Name, Status Summary and Comments
Provide a Status Summary free text box in the Summary view to enable entering a brief status of the
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