Be able to add notes, and schedule
Whenever creating a contact/job being able to add a note and tag the salesman from that screen, also being able to schedule at the same time so when you save the job everything is done. Instead of saving the job still having to go add a note then having to still go under task to schedule.
5
votes
Jessica HENDERSON
shared this idea
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William Palmer
commented
This feature is available in the contact entry but not available in the Job entry page. I agree it would be a lot easier if we could create a note while we are on the phone with the customer and have the Job Entry page up. We don't use the Contact boards, we work off the Job Boards. Thanks