HubSpot Ideas

NVasquez25

Ability to add a Note under a Contact that appears in the Inbox

Currently there is no way for the Notes field under a Contact to show up in the sidebar of Conversations which is very hard for us to provide good, personalized customer service when a customer contacts us because we can't quickly see the notes under their account.

 

Our managers input notes under the Contact > Notes tab but I was told by HubSpot support that there is no way for this to show in the Conversations tab, even though the sidebar feature is already there. 

 

Notes Section under a contact:

Screen Shot 2022-04-21 at 5.42.48 PM.png

Sidebar in Inbox

Screen Shot 2022-04-21 at 5.23.56 PM.png

 

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