Give Users the Ability or Permission to UnPin Others Notes
gathering votes
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Miranda Ott
Feature request: Allow Management/BDC to have permission to unpin other users notes from the top of customer profiles.
Often, when I am closing a customer profile out I have to call each person who has pinned a note to the top of the profile and ask them to unpin the information. Some notes need to stay pinned at all times such as "ONLY CALL AND TEXT" or "DO NOT CONTACT" however, majority of the notes we pin to the top are only needed while the customer is actively looking for a vehicle. Would just make things easier for the sales team :) One less thing to hassle with if certain ppl had that extra permission.
E
Emily Knope
PLEASE CAN THIS HAPPEN - the amount of pinned notes from old deals, or notes that aren't relevant anymore is getting obnoxious
Drew Adler
Merged in a post:
Un-Pin Notes When Deal is Marked Dead
K
Kristi Malone
Can we please have notes automatically unpinned when a lead is killed. I'm getting new leads in with pinned notes from several months ago and the notes have nothing to do with the current lead or situations have changes since that note was pinned. Or they are looking for a completely different vehicle than what is pinned in the notes.
Shelby Parker
Thank you for posting, Kristi Malone! I have a few more questions for you:
- Can you provide more context on how often this issue of pinned notes on killed leads occurs?
- Could you clarify if you would prefer an option to manually unpin notes or if you'd like this to be an automatic process when a lead is killed?
- Are there any specific scenarios where keeping the pinned notes from killed leads could be beneficial?
K
Kristi Malone
Shelby Parker I know managers already have the ability to unpin a note already. However, it's annoying to have to get with a manager every time I find one. It happens frequently enough for me to put in a request for it.
Michele McCoy
Thank you for reaching out, Allen Tran. Inactive users should have their pins removed automatically. Could you please provide us with the customer and user details so we can investigate further?
Allen Tran
Michele McCoy 1097495 customer number
Michele McCoy
Allen Tran Thank you for the information! Can I get the customer's name?
Michele McCoy
Merged in a post:
Add/Remove Pinned Notes
Allen Tran
This should be a basic user permission and not require "Expert User permissions" to be enabled. I have notes pinned up by people who don't even work here anymore and I can't unpin them as a manager.
Drew Adler
Merged in a post:
Un-Pin Notes From Own Customers' Profiles
B
Brandon Wachenschwanz
I would like a setting available to "Expert Users" that when turned on allows me to Un-Pin anyone's note from my own customers' profiles.
It's great when one of my teammates pins relevant information to one of my customers' profiles, but they never think to go back and Un-Pin that note when it is no longer relevant, nor should they have to. I also shouldn't have to bother management for something this small.
Drew Adler
Hey Brandon Wachenschwanz - Expert Users in the CRM can Un-Pin other users notes from Customer Profiles. This enhancement was introduced back in December. If you are seeing differently, please let us know and we will happily re-open this request and fix the issue.
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Brandon Wachenschwanz
Drew Adler: Sorry my suggestion was not clear. I was requesting a feature that can be turned on by expert users that allow regular users to un-pin notes from their own customers' profiles instead of having to go to an expert user every time they need something un-pinned
Drew Adler
Brandon Wachenschwanz: Got it! I'll edit the post and reopen this.
Drew Adler
Merged in a post:
User ability to unpin other's notes
C
Christopher Smith
When someone else pins a note on my deal, I am unable to unpin it. Usually it is my manager to tell me a car has arrived or some other information that is time-sensitive. Once it is no longer needed, the Sales rep should be able to unpin (not delete necessarily). Pinned notes stay pinned after a deal is delivered or closed, long after they are needed.
Drew Adler
Merged in a post:
Unpin others pinned notes
J
Jeff Ward
Give the salesman the option to UNpin notes left by others. Otherwise notes will be left pinned forever
Drew Adler
Hey Christopher Smith - thank you so much for the feedback! We will continue to monitor this request for additional votes and you will receive updates automatically if any occur.
As a note: your CRM Admin at the dealership has the ability to Unpin notes!
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