Notes
complete
Alexia Pamilar
Thank you!
B
Braedyn Lees
complete
B
Braedyn Lees
Hi Laurie,
Just touching base to let you know this feature has now been implemented.
Thanks,
Braedyn
Alexia Pamilar
Not sure if I am requesting the same thing. "NOTES" pops out in a separate window so unable to go between different tabs when working on an Opportunity. "Notepad" is good (also like the 'stamp' feature) as it opens within the working window however no option to send as email or save as PDF. I need this to communicate my workings with Broker who is always on the go & does not access CRM.
S
Sarah
under review
S
Sarah
Hi Laurie Anderson thanks for the feedback.
We will review what's capable with the editor in terms of adding tables.
The ability to move the notes dialog box is being addressed as part of a bigger piece. Keep an eye of the status as this one progresses.