looking for a more prominent or easily accessible way to display key customer comments, specifically something like an additional comments field in the account header, rather than having to navigate through the Activities tab.
Goal is to show important account context quickly. eg only turn up between 10 and 5, only allows x items , check if happy with carrier , Called Scott not Frederick , Had car smash 2 weeks ago
allows for a glipse at account without having to drill through all transactions
Hi Scott, I’m Mar, I’m the product designer for CRM. Thanks so much for your feedback; it’s a great suggestion! Would you be interested in jumping on a quick call to chat about it? I also have some mobile designs I’m currently working on and would love to get your input on those too, if you’re available. Let me know, my email is marjolein.visser@phocassoftware.com Thanks heaps!
Hi Marjolein,
Can we schedulea a teams meeting some time tomorrow to go through it?
Hi Scott, yes we can, what timezone are you in? Are you able to email me? Your email is hidden on the forum.
Thanks heaps!
In the Sydney Australia time zone
Hi Scott, thanks for your reply, please email me at marjolein.visser@phocassoftware.com What time works for you today? NZ is a few hours ahead, so your morning would work for me