Notes need to be tied to the Deals rather than the Contacts. We have repeat customers and now all of the notes are being duplicated on every new deal. This is a huge hassle for us as we need to keep notes for each deal separate and frequently updated. We also cannot add company internal view notes without a proposal being sent first.
In Review
💡 Feature Requests
6 months ago
Mike Olson
Get notified by email when there are changes.
In Review
💡 Feature Requests
6 months ago
Mike Olson
Get notified by email when there are changes.