Add "Notes" to the + Menu

GinaTallmanGinaTallman Posts: 1
in Contacts

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.

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Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 157 admin

    Good morning @GinaTallman,

    I have passed along this feature request to the appropriate team for review. Thank you for your submission today!!!

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  • John_DamousJohn_Damous Posts: 9 ✭

    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

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