Personal Notes Section: Sticky Notes / Notepad | Voters

Personal Notes Section: Sticky Notes / Notepad

gathering votes

Michael Krumm

I'd like to be able to put custom sticky notes on the screen and be able to move them around and color code them etc. Possibly on the homepage where there's a lot of real estate. This would be good for personal note taking/agendas/sales goals, etc.

Michele McCoy

Merged in a post:

Add Agenda and Note Section for individual use

Diego Hernandez

Not sure if it's just me, and obviously we can use other sources for this. But it would be awesome if we had a section in the portal for personal note taking and agendas. Maybe we can put our sales goals and list specific things that we often forget.

Shelby Parker

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

What specific features would you like to see in the personal note-taking and agenda section?
How often do you anticipate using this feature for setting sales goals and reminders?
Are there any specific integrations or tools you currently use that you would like this feature to connect with?

Diego Hernandez

Shelby Parker Would love to have almost a blank sheet to type and write on. Usually use my notebook but I feel like having a note taking section on the system, I spend most of my days on, would be awesome.
I would used this feature everyday, I would delete and updated with new goals and new objectives.
I mostly just use my notebook

Alex Weidenbenner

Merged in a post:

Note field on dashboard view

zJeff Byrge

A simple note field is needed to document that inbound sales calls were entered and managed. Doesn’t need to tie into the customer file. Just lives on the dashboard.

zJeff Byrge

At a glance, managers at the Shorkey group are audited for ensuring phone ups were appointed, if a TO was done if no appt set, and if the phone up was entered at the time the manager listened and managed the call. 2. As frequent as the phone ups that come in. :) 3. Since we can filter by the call salesperson, we don't need any other filter options then that.

Shelby Parker

Hello zJeff Byrge! I have a few more questions for you:

What specific information do you envision being captured in the note field?
How frequently do you anticipate using this note field for inbound sales calls?
Would you like any specific features, such as search or filter options, for the note field on the dashboard?

Drew Adler

Merged in a post:

A notepad.

Sebastian Pacheco

A notepad that stays accessible on any page you're on. You can easily open and close it, jot down notes for yourself, and keep your frequently used statements ready to paste with just a click.

Shelby Parker

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

What specific features would you like the notepad to have, such as formatting options or the ability to categorize notes?
How important is it for the notepad to sync across different devices or platforms?
Would you like the notepad to have any integration with other tools or systems you currently use?

Sebastian Pacheco

Shelby Parker A timer/clock. Reminder. an area to make a to-do list with checkboxes to mark off, notes that will be saved once you close your tab. maybe multiple notes.

Instead of carrying a paper to-do list or having it on my desk, i can open up my phone or computer and see everything there, we should be able to create notification reminders.

Jacob Coleman

marked this post as

gathering votes

Jacob Coleman

Hi Michael, thanks for the feature request! We'll continue to gather votes on this, and you'll receive updates automatically.

Shelby Parker

Hiya Michael Krumm, thanks for this post! I have a few more questions for you:

Can you provide more details on the type of information you'd like to include in these sticky notes?
How would you like the color-coding system to work? What should each color represent?
Do you have a preference for how the sticky notes should be moved around the screen?

Michael Krumm

Shelby Parker Hello! Ideally they could be any color of the rainbow and that color can be changed by the user. Also they could be for whatever the user likes, such as random notes, reminders, personal stuff....

And it would be great if they could be dragged and "stuck" anywhere so to allow for further customization. For example maybe I would want to set a red sticky note in the top right and I know that means its important to me, or perhaps green sticky notes I know mean that it has to do with follow up.

Candy Sweet (love to help you!)

Shelby Parker - exactly what Michael Krumm said: Ideally they could be any color of the rainbow and that color can be changed by the user. Also they could be for whatever the user likes, such as random notes, reminders, personal stuff....

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