HubSpot Ideas

annemarien

Ability to add notes via the Preview panel

Our workflow means we are frequently adding notes to records at the same time as updating key properties. For key properties we have them showing in the Preview panel, but then are having to open each individual record up to add a note, slowing down the process. Please would you create the ability to add a note via the preview panel.

 

This would be useful for all object types, i.e. Deals as well (couldn't select multiple idea categories) and custom objects, anything where the Notes feature is already supported.

 

Thanks

5件のコメント
lfrancis1
参加者

This would be really helpful!!!!

climateai
メンバー

Agree! Ability to add note in preview function would be great.

TBlevanus
メンバー

Agreed, we need more people to agree on this.

GSimonMBE
メンバー

Yes! I was just looking to see if there were a way to view notes in the preview but both entering and viewing would be great!

Chervenski
メンバー

It will be great to be able to add notes during status meetings