Notes

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2 comments

  • Official comment
    Laura

    Hi Jessica. Thank you for this suggestion. We have started working on the feature you mentioned to have an "identifier" showing there are notes and how many notes. Something we didn't consider yet was adding the sites notes as well. Thank you for pointing this out. I have written down your additional suggestion to show site notes. We will update this answer with additional information once this feature gets further into production.

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  • Kathie Christ

    Or a pop up note feature that let's you know right away when you pull up a customer -- ie. bad debt, slow payer, crazy person....etc

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