Guidance notes on completing properties?

SOLVE
Lucinda
Contributor

It would be really useful to be able to add guidance notes to properties e.g. with a little i next to the property which brings up the internal description of a property when you roll over it. Is this something that already exists and I just can't see how to enable it?

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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Thought Leader | Partner

Hi @Lucinda,

 

When you hover your mouse over a property in the left sidebar of a contact, company, deal or ticket record, you should see a 'Details' button like the one below:

 

details.png

 

When you click on it, a sidebar on the right of the screen will pop up and show the description of the property and the property history for that contact.

 

The description of the property can be customized under Settings > Properties. Find the property that you want to 'add a note to'. Click on it, switch to the Basic info tab and edit the Internal description.

 

description.png

 

This is the description that will show when you click on the 'Details' button in the first screenshot.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Thought Leader | Partner

Hi @Lucinda,

 

When you hover your mouse over a property in the left sidebar of a contact, company, deal or ticket record, you should see a 'Details' button like the one below:

 

details.png

 

When you click on it, a sidebar on the right of the screen will pop up and show the description of the property and the property history for that contact.

 

The description of the property can be customized under Settings > Properties. Find the property that you want to 'add a note to'. Click on it, switch to the Basic info tab and edit the Internal description.

 

description.png

 

This is the description that will show when you click on the 'Details' button in the first screenshot.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post