Enhanced Filtering in Contact Card Communication Panel

Regarding the Contact Card > Communication Panel > History or Notes tabs

Currently, all activities linked to any location associated with a contact are displayed in the History and Notes tabs of the Communication Panel without filtering options. This makes it difficult to locate specific entries related to particular properties or sites, especially when a contact is associated with multiple locations.

Enhancements to the Communication Panel to include:

  • The ability to sort and filter Notes and History entries by specific locations.

  • The functionality to display Job Notes within the Location notes for each specific address, providing a clearer and more detailed overview of activities at each property.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

CRM

Date

Almost 2 years ago

Author

Maria Attard

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