Would good to have the possibility to leave several notes on the customers/companies as currently there is only one big background field.
Would be better having a possibility to add notes and display them in chronological order with the timestamps and with the name of the agent creating this note.
Possibility to update the note via API would also be very beneficial.
+4Hello Ivan,
I understand you are looking to add small notes along with timestamps for each customer contact. Could you please share your use-case on having this feature on your contact page so I can have this checked on my end?
Best,
Sumana
Hi Sumana,
Yes, I'm talking about small notes along with timestamps for each customer contact so we could leave those notes on accounts when we make any changes on them e.g. "trial extended", "discount added", etc.
+12Hello Ivan,
We've recently added the notes section for contacts and companies. This allows you to add notes along with attachments that can provide additional information for the agents. You can store contract documents, purchase orders and a lot more without having to juggle between different apps :)
Cheers!
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