is there a way to add notes (e.g. notes from a call) to a customers file? i tried it with adding an activity but it doesnt allow more than a few characters in the textfield.
That depends on how your vault was set up for you. M-Files itself is almost completely flexible; whilst that means you can do a lot of things with it, it also means that we can't really guess exactly how your vault is configured.
I would suggest you reach out to your partner to show them what you want to do and ask how it can be done. It may be that something already exists in the vault that you can utilise, or it may be that they need to help you change the structure to do what you want.
That depends on how your vault was set up for you. M-Files itself is almost completely flexible; whilst that means you can do a lot of things with it, it also means that we can't really guess exactly how your vault is configured.
I would suggest you reach out to your partner to show them what you want to do and ask how it can be done. It may be that something already exists in the vault that you can utilise, or it may be that they need to help you change the structure to do what you want.
