Instant Notes (Company/personal, not account)
D
Deryck Jones
It would be really useful to have an area where we can post "company" level notes - not account notes, but company notes. Like having a journal. Something we can pop up quickly, no matter where we are in the system, and record a time/date stamped note for ourselves. It would be good if we could reference an account, a contact, etc. Highly searchable so ideas, references, etc., are easily found.
HIGHLVL-I-503
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R
Richard Walsh
This + Roll up any notes, tasks, opportunities, etc. that the company is associated to via it's child contacts.
C
Cristian Droescher
Richard Walsh Yes we desperately need this!
Chelsea Richardson
Company level notes are super important and I’m shocked they’re not already available. For example, Company X doesn’t do this type of work. Or Company Y is interested in this type of opportunity. It’s company-wide information, not contact-specific, so I want it to show up regardless which contact I click on that is associated with that company.