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How can we improve Contact & Job Management?

← Contacts & Jobs

Activity Default to "All" instead of "User Created"

We would prefer if the activity for a job populated to "All" instead of "User Created" (or make a setting to change in back end) because we have to change it every time to get "all" the information for a job; thus, defaulting to show you/us everything relevant, instead of only the user created items.

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Matthew Housh shared this idea  ·   ·  Report…  ·  Admin →
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  • Brad Callister commented  ·   ·  Report

    This would really help us be more efficient (if our team members forgot to change the status to "All", we end up re-calling customers because we don't see the notes.

  • Robin Taylor Furman commented  ·   ·  Report

    Have you dropped the ball on doing this
    ?!...;
    it is 2022, you responded in 2017 that it was planned & coming soon!!

Contacts & Jobs: Activity & Notes

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