See the entire history of the Customer from the Activity Timeline on the Customer Card
gathering votes
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Malik Gunn
I would like to be able to see the customer notes in the lead from my mobile phone. so i am able to read the notes away from my computer
Shawn Goebel
gathering votes
Shawn Goebel
Malik Gunn Would you mind expanding on this feature request? What Notes are you wanting to see on Mobile that you current can't see? Thank you!
J
Jennifer Minnich
Shawn Goebel It would be helpful to see notes from previous dead deals under the same contact.
Shawn Goebel
Jennifer Minnich: Ah gotcha! On the Activity Timeline on the Desktop, you can see everything that's happened with that Customer in the past. On Mobile, if there's an Open Deal you see only the Open Deal. Thank you for clarifying this!
J
Jennifer Minnich
Shawn Goebel Exactly. Thank you for your attention to this request. Maybe a link to expand the notes or to navigate through previous deals on another page.
Shawn Goebel
Malik Gunn Thank you again for the feature request! Are you wanting to see Customer Notes from the Customer Contact Card (the little Green tab on the Customer Card on the Desktop) on the Mobile app? Thank you!
Shawn Goebel
under review
Shawn Goebel
Malik Gunn Thank you for the feature request! Can you elaborate on this request? Are notes getting cutoff on the Mobile app? Thank you!
Shelby Parker
Great to hear your perspective, Malik Gunn! I have a few more questions for you:
- Can you specify which information in the customer notes is most important for you to access on your mobile device?
- Are there any specific scenarios or situations where you find the need to access these notes on your mobile device?
- Would you also like to have the ability to edit these notes from your mobile device or just view them?