Ideas

Company as context for person record note

When leaving a note on the person record, they want to be able to choose their current company as "context" so the note shows up there too. To be able to go to a company and see the notes that were left for people in that one place instead of going into each person's record one by one

  • Guest
  • Oct 19 2022
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  • Henrique Gamba commented
    December 22, 2022 15:12

    Much needed improvement! Person record notes should have the option to also link it to the person's company. That way the Company record would aggregate the firms relationship history with that company

  • +2