Chris Thynne
Commented on Enhanced Note Management in CRMHi 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.Commented on Enhanced Note Management in CRMThe 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 periodCreated Access to Submitted forms through the 'Contacts' tab on the App.Created Enhanced Note Management in CRM