Duplicate Notes From the Contacts File to the Job File
Can I Create a Duplicate Entry for Both the Contact and the Job Without Re-Typing the same Note. I make phone Calls through the App When I am in the Job page but it only shows the record of the call on the Contacts page and I need to have a copy in the Job page so that all of the information is together without going back and forth. If there is way to just create a duplicate and move the files back and forth between the Job and Contacts page.
3
votes
Chris Brewington
shared this idea
When placing a call from the job, the app now saves the call note to the job. You can view related activity on the contact by enabling the "show related" toggle.
Please contact support if you have any questions on how to use this feature.
