Ability to add notes via the Preview panel

[annemarien]

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

[lfrancis1]

This would be really helpful!!!!

[climateai]

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

[TBlevanus]

Agreed, we need more people to agree on this.

[GSimonMBE]

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]

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

[ACrawford8]

Agreed - this would be really helpful to view notes on a client in the contact preview

[olgary]

I'd love that as well! Would make working with the CRM so much faster. 

[MSozoniuk]

Hi! It would be very nice if I could click on the preview of a contact and quickly see the last notes there. It's inconvenient when I preview a prospect before calling them and don't see the last record of note. I need to go to their profile to see the note and it's taking too long. Please make it possible, thank you.

[NBT27]

This would be great for our team. Having that exact post-call wrap up as when calling from within the record would make the outreach process more efficient.