Viewing notes that others have left on your records
When using a closed office role, you can only view the notes that you leave on a record. But if you have admin staff leave notes on records you own, you can't view it. The only alternative we have is to enable users to view all notes, which gives them access to Notes on ALL records, not just their own.
It would be great if there was an additional privilege that would enable record owners to view notes on their records, left by other users.
Is this issue being addressed? as it has been dragging on now for three years! This is essential for users in our office. If someone leaves and we re-allocate contacts/listings to another person, that person cant see any of these notes and constantly has to an administrator to advise the details of the notes.
Can this please be changed so that an owner of a record can always read the notes regardless of who entered it.
AdminAlex Babkov (Admin, Rex Software) commented
Hi Jason, It's not a waste of time - we've released hundreds of features based on uservoice requests. This item, like every item that goes through uservoice is reviewed by our team and is on our radar.
Which features get implemented when depends on a lot of factors (including how they related to other planned features) but engagement is definitely one of the highest indicators for us.
A lot of our developer's time over the last 9 months has been invested into pocket - a mobile app which was the highest requested feature on this forum. A lot of our releases over the next 12 months likewise will be driven by user engagement via this medium.
At the end of the day, it's up to you whether you engage with us here or not. Not everything posted here will be implemented (you'll see there are hundreds of requested features) but it does go a long way to helping to develop our release roadmap and ensure we can deliver as many user requests to make as many people's lives as easy as possible.
Jason Bown commented
I'm just wondering if this is a waste of time. These suggestions were given nearly a year ago and there has been no action.
Thanks for the feedback Grant!
Grant Neilson commented
This is an absolute must have for open office environments.
We currently have to show notes on ALL records as a workaround which really hurts the privacy for agents.
"Read any notes on a record the you currently own"