Updating Contact and Customer Notes
Suprabha Somanathan
@Sean -
Thanks for coming up with this!
It sure would be nice to have an extended set of options to attach files just like the one the reply editor on a ticket has.
Let me take this to our product team and we are happy to explore the possibilities of implementing them, considering similar use cases from our users too.
Cheers!
I had a long talk with our customer success representative on this.
Opening up these notes, adding these features, and making customer and company notes accessible for export and API (read Zapier here) creates a whole noew set of options for organizations like ours who have very specific information to track about their customers. These features combined with customer fields create a powerful and highly configurable set of options in addition to the best ticketing solution in the world!
Sean.y
When it comes to Contact Notes and Company Notes, there are several low-hanging fruit items that could radically help a firm like ours and any company like ours.
Notes Search - Allow Contact Notes and Company Notes to be included in search filters.