Settings and activity
45 results found
-
35 votes
An error occurred while saving the comment 
Eyerusalem Gehringer
shared this idea
·
-
13 votesEyerusalem Gehringer
supported this idea
·
-
17 votesEyerusalem Gehringer
supported this idea
·
-
48 votesEyerusalem Gehringer
supported this idea
·
-
53 votesEyerusalem Gehringer
supported this idea
·
Additionally, I believe this would make the note feature much more competitive with Salesforce as with the "log a call" feature there we are able to customize and add layers of tracking. An important aspect is consistency across tracking and by having people select dropdowns/checkmarks/etc in custom fields on a note we can make the burden of note tracking a lot less and improve consistency. Right now, I have to come up with a structure using the note types and using specific keywords in notes in order to have reporting of metrics. But, I'll be limited to how much I can filter those reports in the built in custom reports. I think it would be a much improved quality of life feature for those of us that have to do a lot of tracking.