Shortcut to all Notes in one tab | Voters

Shortcut to all Notes in one tab

Fernando Anzoategui

I really hope this takes off.... I want all notes to be next to Activity/Conversations with its own tab saying "Notes" This way organized sales associates who write notes can see date & time stamp all notes that we have done for the life of the deal / profile... I should not have to scroll through "miles" of activity to find older notes... Some clients are with us for years and we need to find family member names or details that we store in notes that should be handy and quick to gather. PLEASE VOTE YES FOR THIS!!!!!!!

Shelby Parker

Thanks for sharing this, Fernando Anzoategui — totally hear you on how painful it is to dig through miles of Activity when you just need an older note quickly, especially for long-running client relationships. This is really helpful context, and I’m looping it into our review so the team can assess the best way to support a dedicated “Notes” tab view. If we need any extra details to make sure we’re solving the right problem, I’ll follow up.