Hi
Our company use the notes section religiously within our Customer Success team and now Sales are coming onboard, it made me think the notes section is a bit limited.
As in some cases we have 100 notes per client/company and there is no way to order these or filter to a specific note. It is timeconsuming to try and find the relevant notes or even check to see if there is a reference to a contract point rather than the generic client updates.
We have another product, where photos are uploaded to a site and then commented on. You can then tag relevant items for a report. The tag list is customisable similar to how properties are updated in hubspot. They then pull through per client and then selected by the text- example below
For example, often as the Department lead I will add a contract note, but there is no way to differentiate or filter by this and we have to scroll to see if there is a contract note.
It would be amazing if we could set our own tags (with colour coding) so they appear on the heading of the Note and then the bonus feature would be a filter option as well. As then the team can quickly see if there is any contract information they need to be aware prior to a call or a sales note for the handover call.
In the below example - the Tags would be shown in the Yellow area.
When creating a note - you can use a short cut key or select from a dropdown in similar ways to how you tag a colleague into the notes.
This way then Sales could tag their own notes for handover and then we can add Contract and General tags.
Thanks for taking the time to read this 