I think what you’re asking is how to create a link to the contact’s note so you do not have to use Roadmap view?
You can create a user attribute, say
ContactURL and make it
URL type. Put that in your Key Attributes list. Then add a rule to the organization prototype
(Every note has a built in system attribute
NoteURL that already is loaded with that note’s URL.)
Click the globe icon next to
ContactURL in your KA list and it will open the note for that Organization’s Contact
I’ve updated the demo file, in my first post above, to do that for you.
Two assumptions: every org has one and only one contact. And you didn’t misspell the contact’s name. There are more complex methods to handle cases where these assumptions are false. Let’s save that for another rainy day