Auto save on notes
M
Misty Santos
I write hearty notes when I’m doing sales calls and more than a few times HL has crashed and I’ve lost them all. Soul crushing. Can we get autosave or at least something that keeps the notes there even if you leave without adding them (like asana does for comments in tasks)
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S
Sales & Marketing
Merged in a post:
Make notes searchable
D
Derek Fox
We put a tone of information in the notes sections so want to be able to search and fine it quickly.
J
James Conahan
Seriously. Please. Needs to be a feature, countless times now I'll click off my contact to take an inbound call and switch to another in the middle of my notes, come back and its all gone... help us
R
Rakhi Laddar
Merged in a post:
Auto save Notes
N
Nisha Sridhar
It would be super helpful if we can autosave notes especially as we take notes while on call, if we accidentally move to a different tab or screen to schedule a call or send an invoice, the notes are not saved. This would be super helpful.
B
Brian Kelly
Yes, the data is there in the database, why not make it (and virtually all other contact-related data) searchable?
P
Pallavi Kothari
Merged in a post:
Auto Save Notes
T
Theora Dobronte
When going to add a note from the opportunities dashboard on a lead, the note does not auto save and it is easy to just x out of the note without saving. It doesn't even give you a notification saying "you didn't save your note" A client pointed this out. When you are busy and moving fast this could be a big issue. Other CRM's auto save these notes. This should be added
J
Joey Bridges
For my customers using notes as their main documentation when calling contacts. The ability to search all notes in a workflow, not just the current note would be a very valuable improvement.
P
Pallavi Kothari
Merged in a post:
Create an auto save feature when a note is entered or any updates Made in any field of the contact so it would save automatically without having to push the button
l
lovelifemga+1@gmail.com
save automatically without having to push the button
HIGHLVL-I-2845
P
Pallavi Kothari
Merged in a post:
Autosave Notes
j
jourdan@tenurebrands.com
I was writing a note from a client call and everything got deleted when I clicked off of the side of the note screen. SUPER frustrating and I lost A LOT of info from that call.
HIGHLVL-I-3498
S
Susie Sun
Yes, right now the notes aren't saving correctly for me sometimes.
K
Keith Besherse
Here is the older version of the same request: https://ideas.gohighlevel.com/contacts/p/ability-to-search-notes-for-key-words
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