Pop-up Notes

Will

• November 01, 2022 18:35

Would you please consider creating a type of pop-up message/note that displays any time a user opens a lead/customer's account that can be enabled or disabled when no longer needed.  For example, if we have customers that require special handling we could create a pop up note that says  "Only contact this customer on Tuesdays after 3pm"  or "Douglas must attend the pre-site visit" or "customer has pit bull - do not go in back yard without reaching homeowner." 

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  Joyce Rohr

  • February 10, 2023 21:52

  My work-around is adding a second or third email address with my note like "do not service until customer pays" or something else important, then I click the Do Not Call box and this note will show up in red. It's just what works for me. Hope this helps, Will!

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