Allow Call, Check Out, Dead, and Snooze Notes To Be Pinned
complete
S
Steve Graham
As a user, I would like the ability to Pin the following Note types:
- Call Notes
- Check Out Notes
- Dead Notes
- Snooze Notes
Canny AI
Merged in a post:
Ability to Pin Phone Call, Texts, Emails, and Chats
R
Ron Courteaux
Be able to pin from Phone calls, text, or emails. Just have the pin option in notes now.
Shelby Parker
Thank you for posting, Ron Courteaux! I have a few more questions for you:
- Could you please clarify what you mean by 'pinning' from phone calls, texts, or emails? Are you referring to saving or highlighting specific information?
- What kind of information are you looking to pin from these communications?
- How do you envision this 'pin' feature improving your experience with our CRM tool?
L
Leslie Anthony
THANK YOU SO MUCH
Drew Adler
complete
Call, Check Out, Dead, and Snooze Notes can now be pinned!
Drew Adler
in progress
R
RANDY BHIKHA
Check out notes should be default
C
CANDY SWEET
All of this... why not make things as easy as possible? Quoted from below: "This is a fast business and having to go through multiple steps to do anything hurts our productivity."
A
Aurora Clancy
Agreed. Helps customers and staff complete communication reach.
Drew Adler
planned
Drew Adler
Merged in a post:
Pin more than notes
E
Emily Knope
Have the ability to pin a logged call note, or email that needs to be highlighted.
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