I am investigating the ways of solving the following UX task:
There is a user (sales person). They have a tablet. They want just a multiline edit field where they can enter any text about their meeting with the potential customer. They do not want to choose the proper field in the form.
So they can end up with something like this:
Company Best Inc.
Discussed this, this and that.
Made an appointment for the next week on Thu.
They are planning the budget around $99999
Will offer them our MEGA PACK #2 next time
So after a long day having a dozen of meetings the sales-person has to fill this data in their company's CRM. E.g. enter
John Doe in the
enter Will offer them our MEGA PACK #2 next time in the
Notes for the next meeting etc.
Tablet can submit the data into CRM via API so they can do association on a tablet i.e. no need to re-type all this stuff on laptop/computer.
The naive solution of setting the association between parts of the text in a multiline text edit with fields in a form is to copy and paste appropriate parts of the text into a form on tablet. Say having the text and the form side-by-side. This solution is completely unacceptable.
The question I have:
What are known elegant solutions of visual and fast association of the parts of the data from a multi-line text edit with a pre-defined set of types?