Contacts & Jobs
5 results found
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Notify salesperson when they are removed from contact or job
When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.
4 votes -
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
83 votesGreat 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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Conversation notes vs Individual Notes
At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.
17 votes -
Formatting for Notes Text
Bold, Italic, Underline, color, etc.
It would be nice to be able to bold or change the color of text in notes to make them stand out
26 votes -
Activity should include Automation events, notifications
We have automated notifications that are emailed to our clients. The System created activities should include copies of those emails send out or at least a note that it was done
17 votes
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