Finding mentions/notes
M
Melissa White
It would be really nice if the mentions and notes stat on the Daily Activity report was clickable, so we could see all of the customers that the notes or mentions were left in.
Shelby Parker
Thanks for sharing this, Melissa White — really helpful call-out. Making the mentions/notes stat on the Daily Activity report clickable so you can jump straight into the list of customers would definitely make that workflow smoother. I’m looping this into our review with the team, and if we need any extra details (like what you’d expect to see when you click in), I’ll follow up.