Regarding the Contact Card > Communication Panel > History or Notes tabs
Currently, all activities linked to any location associated with a contact are displayed in the History and Notes tabs of the Communication Panel without filtering options. This makes it difficult to locate specific entries related to particular properties or sites, especially when a contact is associated with multiple locations.
Enhancements to the Communication Panel to include:
The ability to sort and filter Notes and History entries by specific locations.
The functionality to display Job Notes within the Location notes for each specific address, providing a clearer and more detailed overview of activities at each property.


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In Review
π‘ Feature Request
CRM
Almost 2 years ago

Maria Attard
Get notified by email when there are changes.
In Review
π‘ Feature Request
CRM
Almost 2 years ago

Maria Attard
Get notified by email when there are changes.