Notes Log
W
Wisteria Landfowl
I would like to see all internal notes in one place, with the dates of when the notes were logged.
Chris Brisson
Hey Wisteria Landfowl — thanks for the suggestion! Quick couple questions so we understand what you’re looking for: where should these “internal notes” be coming from (ex: notes on individual contacts/conversations, deals, or somewhere else)? What’s the main reason you want a single notes log (auditing/history, team handoffs, quickly finding context, etc.)? And should this view include notes from everyone on the account, or just your own?