Name of customer on the Notification list
M
Michelle
When you are tagged in a profile or have any notification on the file, have the customers name on the mentioned note so you know who you are looking at before clicking the tab.
Shelby Parker
Hello Michelle! I have a few more questions for you:
- What specific information about the customer would you like to see in the notification note?
- How frequently do you receive notifications where this feature would be beneficial?
- Are there any specific scenarios or use cases where having the customer's name in the notification note is particularly important?
M
Michelle
Shelby Parker What specific information about the customer would you like to see in the notification note? just the customers name.
How frequently do you receive notifications where this feature would be beneficial? in every tag.
Are there any specific scenarios or use cases where having the customer's name in the notification note is particularly important? yes. sometimes my bdrs tag me in multiple customers accounts and i have to click into every tag to see if that is the one they are referring to.