DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Notes section for customers


#1

I think it would be a great enhancement to be able to take multiple notes on a customer (for example every time you call them you can add a new note)


#2

I think this is good idea, not just for customers but basically for any piece of information in Manager. I’m planning to add ability to attach supporting documents to records so when I do that, I will likely implement support for notes at the same time.