Popup alerts on customer and company records
It would be great if we could add an to a customer/company/deal that pops up when you open that record. It could use a free text field on the record so if the field is empty there's no pop up but if it contains data it pops up.
I've used it on previous systems and it's great for letting your team know of anything important for that record.
i.e. "Customer account on stop!", "Customer is on holiday, do not contact"
Sort of thing 🙂
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Contacts & Companies