We have a custom activity entity that allows us to connect all different types of records that may suit your needs. In the first image you can see how it works; there's subject and type fields that are required and notes/next steps/tasks go in the description field. The second image shows the connections, in this case it's connected to a project, a few internal folks and clients. If you're interested I can elaborate on the pros and cons.
Kara Tanek, Senior Marketing Coordinator
GLY | p: 425 451 8877 | d: 425 519 4376
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