We have added a new feature (Custom Object) "Investor Update Notes" to the Investor Opportunity record. We are utilizing the 'Quick Action' on the Investor Opportunity to trigger the Process Builder, which will then update the "Stage, Communication Type (new custom field), Investor Update(new custom field)" on the Investor Opportunity record as well as create a new record on the Investor Update Note (new custom object), and with the updated "stage, Communication Type, Investor Update" fields in the Investor Update Note and time stamped.
We would like to include this functionality in our next "Rebrand" Managed package update.
Maybe we can set up some time next week to discuss the configurations made on the new custom object, custom fields, related list, quick action and the Process builder?
