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Create a Note under Contact/Account object using custom field from custom object in CX

in Sales 1 comment

Hi Team,

Summary:-Our requirement is to create a notes under Contact/Account object using custom field from custom object in cx.

Detailed Explanation:-

We have "Remark" text field in Hello Customer custom object. When user update/add remark in this field ,automatically notes should generate/create under assigned contact/account object.

Kindly please help us to achieve above requirement. Your inputs will be helpful.

Below screenshot record of the custom object:

Below screenshot of contact notes:

Regards,

Danesh.

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