It's been requested that the notes created on an opportunity show on the agency timeline as well. I've seen several posts where it is suggested to copy the note. I have done this but there is a problem with it- the note and copied note are not the same entity, so changes to one do not effect the other. I know that a note's regarding field can only be set to one guid. I had an idea to make a table that would list the note's guid and another entity guid (account, opportunity, lead) and when the timeline looks up the notes, it looks in that table instead of Notes. I just have no idea how to change how the timeline behaves. Does anyone know if this is possible?
Thank you.
