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
Weitere Ideen mit folgender Beschriftung anzeigen:
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.
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.
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