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We want to build a CRM with teable - we need to store interactions per customer. For logging our interactions we want to store markdown documents per entry. These markdown documents should have a nice read-only view and a nice WYSIWYG editor.
What would be super awesome in the long run, is that we can even link multiple documents in an hierachical way to an entry.
As an alternative, we conspired using something like outline and link the documents there to the tasks.
The text was updated successfully, but these errors were encountered:
So basically we would create a "Customer" Entity, which Links to "Meetings" or "Emails" which include the content of the email or the call transcript as Markdown. Another use case would be to store long notes to each record.
This would be an awesome hybrid between structured data entities and a documentation for the entity.
We want to build a CRM with teable - we need to store interactions per customer. For logging our interactions we want to store markdown documents per entry. These markdown documents should have a nice read-only view and a nice WYSIWYG editor.
What would be super awesome in the long run, is that we can even link multiple documents in an hierachical way to an entry.
As an alternative, we conspired using something like outline and link the documents there to the tasks.
The text was updated successfully, but these errors were encountered: