Notes in Preview (right) Sidebar

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Regular Contributor

Is it possible to get pinned Notes to show up in the Preview sidebar?

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Community Manager

Hello @mrprice,

 

It is possible currently to Pin a note in contact, company, deal, or ticket records.

When you mention the Preview (right) Sidebar, could you please send us a screenshot of where you would like the notes to show?

The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam


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Regular Contributor

Hey Pam,

 

Here is an example of when I click on preview from within the All Deals tables view. If pinnded Notes could show up here that would be great.

 

edit.png

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Community Manager

Hello @mrprice,

 

Thank you for the extra information, at the moment notes can only be pinned to the top of a record. Pinned notes will not roll over and appear pinned on associated records.

 

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

Kindly,

Pam

 

 


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Community Manager

Thank you for updating us here, I just upvoted to your idea also.

 

Kindly,

Pam


Você sabia que a Comunidade está disponível em outros idiomas?
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