Notes Section on Client List page
R
Ruth Bellamy
It would be great if there was a column with a pop out window on the client list page where you could leave notes to self or team members to see. Not a chat amongst team members, but a place to quickly jot some notes. For example, this is the reason we're stuck...client was contacted...waiting on... Somewhere you can quickly see what is happening at a glance.
E
Emily LaPrairie
I agree! Or if we leave notes throughout the close, a log of those notes.
C
Cat Taylor
Yes please.