Last Note Column Should Include All Note Types (Dead, Check-Out, etc.) | Voters

Last Note Column Should Include All Note Types (Dead, Check-Out, etc.)

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Maria Tese

I would love the ability to see the Dead Deal Reason Note included on the mining columns with out going to the customers profile to view notes

Created by Laura Brewer

Drew Adler

Merged in a post:

Last Note should include ALL note types

Daniella Kutter

Last note does not show the last "call note" or the last "checkout note", it only shows that last "note". Can we get this column in the pipeline buckets that are called "last note" to reflect the actual last note regardless of the type of note it is? As an example, the last note in the Visit or Proposal buckets may likely be the "checkout note" - but it will not reflect.

Shelby Parker

Great to hear your perspective, Daniella Kutter! I have a few more questions for you:

Can you provide examples of scenarios where having the last note of any type visible would be beneficial?
Are there specific note types that should be prioritized if multiple notes are made at the same time?
How frequently do you encounter issues with the current last note display, and how does it impact your workflow?

Jacob Coleman

marked this post as

gathering votes

Jacob Coleman

Hi Maria, thanks for the feature request! We'll continue to monitor this for votes, and you'll receive any updates automatically.