On-going client notes/documentation under their account information | Voters

On-going client notes/documentation under their account information

under review

Irene Nguyen

I know there is a "note" section, but it would be helpful for an archival type notes tracker for clients/contacts. We have a few clients where it's helpful to drop key notes/docs/photos for that client that may not be just pertaining to a project or service call.

May 22, 2023

David Podruchney

One bug if you will that I discovered in the service side is that Site Notes you add under the Accounts section do not show up on schedule service appts. There is a separate "Site Notes" for the individual service call but it's blank unless you add to it there and then it does not show up under the client account.

Ryan Dockrill

Yes please... we need one place to keep these.,

system such as gate/door codes, IP addresses, switch ports, login details, and on and on

Ryan Schmidt

marked this post as

under review

Charles Canfield

Yes! In our company we document a bunch of different details when we set up system such as gate/door codes, IP addresses, switch ports, login details, and on and on. It would be extremely valuable for assigned techs to a project pertaining to this customer to be able to not only pull up, but make edits to the information in this notes section. Tracking changes would be a huge plus.