Ability to filter notes on customer profile by user. Only show notes left by the selected user.
L
Laura Lamarre
The customer profile has the ability to show pages and pages of notes especially if there is a lengthy text convo. When I'm searching to see if my BDC user was in contact with the customer in the last 30 days to receive commission, it is much easier to be able to filter notes by specific user or only show web leads received, rather than sifting through endless notes.
Shelby Parker
Hello Laura Lamarre! I have a few more questions for you:
- What specific user roles or types should be included in the filter options?
- How frequently do you need to access notes by specific users?
- Would you like the ability to save or export filtered notes for reporting purposes?