Pin important Notes to top of activity
It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried
Jennifer Crutcher
shared this idea
Great idea! Thank you for your suggestion.
The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.
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Jasen MUTO commented
It would be nice to have the ability to "pin" certain notes to the top of the job or customer. Like a code for entry to a job or an important note for invoicing. sometimes I find myself looking through 30 notes to find what I am looking for.
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Dustin Pitney
commented
The description doesn't allow for hyperlinks which is what I'm wanting it for.
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Jenny Eames
commented
Have you tried using the "Description" section where you create the Contact or Job?
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Dustin Pitney
commented
This should be pretty straight forward, but we have some notes on files that would be much easier to reference if we could sticky them to the top.
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Alissa VanderVeen
commented
Ability to pin important notes at the top of the activity section.
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Camille Erickson
commented
Yes, ASAP! I'd like to be able to pin multiple notes if needed. Notes get lost so quickly if you are sending emails through the Job. I like the idea of the Description field being separate for general information about the job. A pinned note for important updates would be so useful.
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NPR Inc
commented
we need this as soon as possible
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Jennifer Robinson
commented
We utilize the description field, but still wish daily we had the ability to "pin" an important post instead of having to search and find specific entries based on a word search.