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Add "Notes" to the + Menu
GinaTallman
Posts: 6 ✭
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.
Categories
- 42 GENERAL DISCUSSION
- 11 SOFTWARE RELEASES/UPDATES
- 195 IDEATION
- 24 Billing
- 3 Calendar
- 20 Client Requests
- 32 Communications
- Contacts
- 12 Engagements
- 26 Files
- 6 Forms & Letters
- 22 General
- 6 Mobile
- 1 Notices
- 21 Organizers & Surveys
- 14 Portal
- 36 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 3 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 27 PRACTICE MANAGEMENT
- 4 TAX & FINANCIAL PLANNING
- 21 TAX PREPARATION
- 48 TAX RESOLUTION
Comments
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
I like this idea too. Staff members need a quick way to create notes as quickly and easily as possible via web and mobile.
Very good suggestion.
For the time being, if you use VIVALDI browser, it comes with a feature to add notes which syncs.
https://vivaldi.com
Can we also edit this idea to also include the ability to quickly create an invoice and add payment on the iPhone/iPad for those CPA firms that are always on the go away from their office?