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CRM: Pinned Notes on Customer Cards

Feature RequestJobs

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.

Posted by Admin Termimesh CQ ·
Status: Completed4 comments

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Comments4

  • Linked to Enhanced Job Notes and Persistent Red Warning for Important Notes

  • Prue Wernicke changed status to Completed
    Team•

    Sep 28

    Pinned

    You can now pin important notes in the CRM, making key information easier to find when you return to a record. Whether it’s a customer preference, an access instruction or a detail your team needs to keep in mind, pinning a note helps keep it visible. This makes it quicker to find the context you need before following up with a customer or continuing work on their account.

    Find out more here - https://www.formitize.com/blog/keep-important-notes-front-and-centre-with-pinned-notes/

    • nathanc

      •

      Sep 28

      Thank you Prue.

      Pinned Notes is a great feature, however a noticeable banner/alert on certain areas of the platform would be of great benefit.
      Saves having to navigate to the Notes section and review each note/pinned note to determine whether e.g. a client is on Credit Hold OR an important notice about a particular location/site (e.g. cannot attend before 10AM).

  • nathanc

    •

    Sep 11

    Great idea.
    Similar to what I just posted titled ‘Pop-up Baners/Alerts on Client Profile/Job/Forms’

  • Admin

    •

    Jul 9, 2024

    Would be very useful! And a search field in notes like you have in tasks. And the ability to archive notes that become irrelevant, but can still be accessed via a “Show Archive” tick box as you can with most other things, this would keep the integrity of Notes recording.