Each Deal Needs a Notes Section That Isn't Duplicated If Using The Same Customer Name On a New Deal

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.

Upvoters
Status

In Review

Board

💡 Feature Requests

Date

6 months ago

Author

Mike Olson

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