Pin Notes
N
Ngahuia Galligan
Pin a specific note to the top. Would be great to have an easily accessible note at the top of the notes list to include links associated with the contact or opportunity, as urls are not clickable in custom fields.
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K
Kara French
Also voting for pinable notes!
I've been using description in the contacts "additional Info" for "Not to be lost within the timeline" notes.
R
Ron Kwok
Additionally, we should allow for automations to run when notes are pinned.
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Jeff Kelly
Yes please! Ocassionally we fire a client and we want this to be front and center for the future in case that customer reaches out for new work.
N
Noetics Media
Great for important notes to look back at for each client!
S
Steve Haren
I see this seemed to drop off over a year ago so I want to add a note to show there is still an interest in making something like this happen. Pinning notes or being able to sort them would be a great addition to the panel.
K
Kat Rozanski
YES! I write a ton of notes on all of my contacts but often times need a quick reference to review before calling - it'd be so much simpler to quickly reference a note pinned to the top
Michael Garcia
Pinning notes would be great. Sometimes I need to access a note for a project and then I can let it fall back in the pile of notes, but during the project, I'd like it to be front and center.
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Jeff Liesener
Love this! I paste clickable links in notes frequently, but then they do end up getting buried, so pinning them on top would be awesome.