Add a button to add a note or task in conversations area. | Voters

Add a button to add a note or task in conversations area.

complete

Paul Brand

Would save a lot of back and forth searching for lead after each conversation.

HIGHLVL-I-190

March 10, 2019

Susmitha Damarla

marked this post as

complete

Buildly CRM

Very basic and important feature, please add ASAP. we're suffering from going back and forth through between conversation and contacts!

Mark Williams

When will this be live? 'Upcoming' whats the timeline please?

Dario Linardić

Mark Williams Probably never. I saw admin comment from one year ago it will be out in q3 2023..... This is so urgent.

Daniel Illingworth

Hey! Any timeline for this? Thanks!

Greg Easthouse

how is this not a feature yet!?!?!?!

Admin (Support) can we rush this

Derek Fox

Greg Easthouse: Done!

Greg Easthouse

Derek Fox: well played

Diveej Shrestha

YES seriously. this is just poor user experience. really bad look

Daniel Grinshpun

Yes, would be great if you added the ability to add Task & Note to the new Conversations UI

Susanne Ybarrra

Would love the ability to @ or tag another team member for follow up. IE I am out for the day another team member takes a call, they can @ me on the call notes for follow up.

But also having notes in the conversation area would be helpful

Derek Fox

Yes, this makes it easy so that we don't have to click on the profile and go over to the contact of you in order to review tasks and apply tasks since those are the main activities that we use to follow up

Aaron Pugh

I have always thought that it would make sense if the conversation area with SMS and email, was in the same section as tasks, notes, activity, so everything is 100% chronological and you can check boxes to show or not shows any or all of the other items.

Boyd Barlow

This would be so amazing for our business! To see/add notes from a conversation. But also to see them in order of when they were added among the other forms of communication

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