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Enhanced Filtering in Contact Card Communication Panel

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.

Status: In Review2 comments

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Comments2

  • Maria Attard

    •

    Sep 5, 2025

    oh wow! you guys actually implemented a search bar? Thanks

  • Admin

    •

    Jul 4, 2024

    Yes, definitely need a search filed in notes & history AND the ability to archive notes when they become irrelevant would also be ideal!