Anonymous
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35 votesAnonymous
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54 votes
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111 votes
An error occurred while saving the comment Anonymous
commented
At present, when we have to move a note, we have to cut and paste it elsewhere and delete the one in the wrong place. It would be nice if we could click the Elipsis on the note and have an option to move it to the Related Contact or Related Job.
Anonymous
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11 votesAnonymous
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14 votes
As we continue building out our document builder, this is definitely an option we want to add.
We’ll let you know when we’re able to get this in.
An error occurred while saving the comment Anonymous
commented
At present, we can create Document templates and then use them. However, they are assumed to be to be sent to contact by default. That should change to allow sending to anyone assigned or rep etc. Also, please add the ability to name the document once its created so if we use the same document multiple times. Thank you.
Anonymous
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16 votes
This would be great, thanks for submitting this idea!
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62 votesAnonymous
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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.