Add Customer Contact Card on the Mobile App
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Forouz Mohisefat
Please add shortcuts for Customer notes and pinned notes in the mobile app
Shawn Goebel
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Shawn Goebel
Forouz Mohisefat Thank you for the feature request! We recently released where you can see the Pinned Notes on Mobile and Pin Notes on Mobile. I made a tweak to your request though to add the Customer Contact Card on Mobile which will include displaying the Customer Notes. Thank you again for the feature request and have a great day!
Shelby Parker
Great to hear your perspective, Forouz Mohisefat! I have a few more questions for you:
- What specific actions or tasks do you frequently perform with customer notes and pinned notes that would benefit from shortcuts?
- Are there any particular features or functionalities you would like to see in the shortcuts for customer notes and pinned notes?
- How often do you use customer notes and pinned notes in the mobile app, and in what context?