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Enhanced Note Management in CRM

Feature RequestCRM

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.

Posted by Chris Thynne ·
Status: In Review10 comments

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Comments10

  • Keith Azzopardi

    •

    Nov 8, 2023

    Hi @Chris Thynne

    We've updated the feature request description to provide more context and consider the flexibility you mentioned. Thanks for your input, and stay tuned for any updates on this topic!

    • Chris Thynne

      •

      Mar 22, 2025

      Hi Just wondering if there was ever any update on this? The search feature using notes would be very handy and currently a report only picks up on the last note.

  • Ian Bruhn

    •

    Nov 28, 2023

    Hi,

    I have raised this issue also. As an admin to my formitize account, i need to ability to be able to amend notes including deletion of the notes within the CRM. Please update this post to reflect progression on this issue.

  • Admin

    •

    Dec 12, 2023

    This is a much needed function due to inaccuracy of some data, especially after integration from another system. Any deletions could have an 'Archive' function so they don't disappear completely and can be accessed if needed. Also, a search function in notes similar to search function in Tasks would be helpful too.

    • Chris Thynne

      •

      Dec 12, 2023

      The search function would be ideal as some key words could be added for certain clients. For eg I like to record if a client is ‘selling their house ‘ so i can tailor a follow up task for the next inspection period

  • Admin

    •

    Jul 4, 2024

    Are there any updates on this ??

  • Beth Morin

    •

    Feb 2

    This is very important to me. Occasionally a note will get entered on the wrong account & we would like to delete it. Notes should be able to be deleted or at least editable.

    Thanks

  • James Gauci

    •

    Jun 23

    Yes, being able to edit and delete notes would be amazing, as having large amounts of notes on customers makes things confusing for our techs. Updating this sooner rather than later would be a valuable asset to this program.