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
Autopilot
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
marked this post as
complete
Call, Check Out, Dead, and Snooze Notes can now be pinned!
Drew Adler
marked this post as
in progress
R
RANDY BHIKHA
Check out notes should be default
C
Candy Sweet (love to help you!)
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
marked this post as
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.
Load More
→