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1. Viewing notes that others have left on your records

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   12 comments  ·  Feature Requests » Users / Privileges  ·  Delete…  ·  Admin →
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   Harry Conias supported this idea  ·  May 3, 2023
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   Harry Conias commented  ·  May 2, 2023  ·  Edit…  ·  Delete…

   It is very important that this feature gets introduced ASAP!! it renders any past contacts that a team member leaves behind essentially usless! if we cant read previous notes wrtiten for a contact we have no idea what their existing relationship with this client is. I will probably change to a different CRM that offers this feature soon if this is not introduced!

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