MANAGER TO DO LIST COMMUNICATIONS TAB
B
Blake Gates
Can we have a dedicated note section that can be updated by management for follow up tasks for us, such as organizing delivery drivers, reminders to follow up with service on an issue with a sold unit, vehicles that need to be brought back to detail
B
Blake Gates
Just make it easy with bullet points and dates, management will update it every day, managers would have access
Shelby Parker
Thank you for posting, Blake Gates! I have a few more questions for you:
- What specific information should be included in the dedicated note section for follow-up tasks?
- How frequently do you anticipate management will update the note section?
- Who should have access to view and edit the notes in the communications tab?