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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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   amanda supported this idea  ·  May 03, 2023
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   amanda commented  ·  May 02, 2023  ·  Edit…  ·  Delete…

   We need this feature ASAP as when a staff member leaves we are transferred their contacts however we can not see any notes the agent has written. This leaves us with a distinct disadvantage. I have asked our principle to consider another CRM if this can not be addressed ASAP
   thankyou

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