CRM: Pinned Notes on Customer Cards

Summary:

The feature introduces a "Pinned Notes" function to the customer cards within the CRM. This tool will allow critical information or reminders from previous interactions to be highlighted and made immediately visible for future jobs. For example, a note about a customer having native bee hives would be pinned for technicians to see, ensuring important details are not missed.

Intended Outcome:

• Streamlined access to important customer notes and information for every job.

• Improved service delivery by ensuring that technicians are aware of critical customer-related notes.

• Enhanced communication within teams by highlighting important information that impacts job execution.