Tracey Henry
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1 vote
An error occurred while saving the comment An error occurred while saving the comment Tracey Henry commentedMaybe comments need to be approved before posting? I wrote you Brian, but it didn't post. update: tried it again and it posted. I hope its helpful. I am at Anvil Fence Company in Boise, ID if you need more help with this.
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2 votesTracey Henry supported this idea ·
An error occurred while saving the comment Tracey Henry commentedHaving all of the customer communications and Engage messages viewable under the Jobs activity tab would be optimal instead of some only viewable in contacts and work order specific communication (engage) activity is only found when the workorder is open.
This is already available. Contacts, three dots, customize, add column, choose number, drag column to where you want it to show up. Jobs Board, three dots, customize title or body card, choose the line you want the number to show, choose card template on the right drop down, choose number. Save :)