Quick Notes Section
We need a way to add a note to a job or contact without having to leave the current job we are in. We have trouble making sure all employees are adding notes all the time.
If my guys are working on a claim and the phone rings, they have to leave the claim they are working and open the claim for the person on the phone just to leave a note about what was said. Then they have to make their way back to the other claim. A "quick entry" popup button with a search field for a job or contact would be fantastic
Mathew Mulholland
shared this idea
You can already do this:
1. No matter what page you’re looking at, you can use the search bar at the top to find the contact/job you need to add a note to
2. Then put your mouse over the search result to reveal the action menu (gear icon).
3. Use the action menu to choose “Add Note”
4. An Add Note popup will appear where you can add a note to that contact/job.
5. Click “Save” and then continue work on the page you were already on.
Enjoy!
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Mathew Mulholland
commented
My mind is blown! How did I not know about this!?!