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Have a shortcut to create a note in the + menu in the upper right hand corner of the page so that I can add a note on the fly when talking to a client on the phone.
Good morning @GinaTallman,
I have passed along this feature request to the appropriate team for review. Thank you for your submission today!!!
Its great feature. I would request to implement something called QUICK NOTE where i can write down something important for my client while talking to the client, with a feature to set a reminder to remind me to come back and create this for a task to complete it