Enhanced Note Management in CRM

Summary:

A suggestion has been made to introduce the ability to edit or delete notes within the CRM. The current system retains notes to preserve history, but we acknowledge there may be scenarios where modifications are necessary.

Details:

• Current System: Notes within the CRM are permanent to maintain a complete historical record.

• Suggested Feature: Allow the editing or deletion of notes, with the possibility of restricting this ability to users with specific permissions.

• Scope: This feature could extend to notes related to invoices, quotes, assets, locations, and CRM entries across the system.

Benefits:

• Provides flexibility in managing CRM records while safeguarding historical data integrity.

• Enhances user control over note management based on their role and permissions.

Developer Note: We are exploring this suggestion and considering its implications for user permissions and data integrity. No decision has been made yet, but we are actively discussing the potential for implementing such a feature in a way that balances flexibility with the need to maintain accurate records.