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
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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Daniel Bynum commented
Ability to pin notes on activity page for important information that may not be necessarily needed in the contact details, but that can be unpinned too, when needed.
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Matthew Kovacik commented
There should be an option to "Pin" activities in the activity feed of a contact/job.
Activity feeds can fill up quick with hundreds of entries, such as general notes, tags, texts, calls, emails, etc. The default view is 5 items per page, which you can change up to 100 per page.
Sometimes, very important information is entered into the activity feed, which can easily be missed within all the other entries or take a ton of time to scan through to find.Pinning activities would allow important entires to be pinned at the very top of the activity feed for all to see at a quick glance anytime they load a contact page. Anyone who loads the contact page can be brought up to speed on something instantly.
Maybe its an important email, voicemail, text, or just an important announcement, alert, etc, pertaining to the contact that you can broadcast to anyone who loads the contact.
I think this would be an extremely beneficial feature for everyone who uses Job Nimbus, and simple enough to have implemented relatively quickly.
I made some quick mockup screenshots of the feature to give a visual idea of what it could look like.
**Edit: Posted this idea in the wrong section. Reposting here.
**Note: Apparently there has been a similar idea posted already, but I wanted to post mine also since I was more descriptive. Additionally, I have two pictures attached of some mockups of what the idea could look like, which I think is critical when trying to get others on board with your idea. Some people are visual people. The other idea does not have this.
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Matthew Kovacik commented
There should be an option to "Pin" activities in the activity feed of a contact/job.
Activity feeds can fill up quick with hundreds of entries, such as general notes, tags, texts, calls, emails, etc. The default view is 5 items per page, which you can change up to 100 per page.
Sometimes, very important information is entered into the activity feed, which can easily be missed within all the other entries or take a ton of time to scan through to find.Pinning activities would allow important entires to be pinned at the very top of the activity feed for all to see at a quick glance anytime they load a contact page. Anyone who loads the contact page can be brought up to speed on something instantly.
Maybe its an important email, voicemail, text, or just an important announcement, alert, etc, pertaining to the contact that you can broadcast to anyone who loads the contact.
I think this would be an extremely beneficial feature for everyone who uses Job Nimbus, and simple enough to have implemented relatively quickly.
I made some quick mockup screenshots of the feature to give a visual idea of what it could look like.
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Lindsay Arnett commented
Have the ability to mark a note or activity to pin so that the relevant information stays at the top of all the notes to help with customer experience and transfer of project between departments.
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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.