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Company Notes

Related products:Freshdesk
  • December 5, 2013
  • 2 replies
  • 58 views

Team -


When you go to the CUSTOMERS tab and click on a company name there is a option to "Add Note"...  this really doesnt work that well because it only lets you add one note, or append to the one note.

It needs to let the user be able to add multiple notes to that section rather than just one.

This would be VERY helpful and i assumed it was a bug but they said that is the way its supposed to be and to submit this request to have it changed..


Right now i have to imput the date/time and append to the note which is really frustrating.


Tommy

2 replies

aravind.sundararajan
Skilled Expert
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Hello,


Freshdesk now has a dedicated notes section on the companies page that allows you to add critical information about the particular company. It also supports attachments upto 15 mb and so you can store all the contractual documents for the agents to get the complete 360 degree view about the company.


Refer to this solution article for more details on this feature.


Cheers!


aravind.sundararajan
Skilled Expert
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