Notes on the main timeline of a contact

  • 24 November 2021
  • 1 reply
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Userlevel 7
Badge +10

On the main timeline for a contact we can see what work order an email has been linked to.  It would be helpful to have that same detail for Notes that are created in work orders.  
A note will show up on the main timeline but the context is not clear on the collapsed view there, my team finds this confusing.

I have submitted a feature request but I am wondering - is it just my team or do you have work arounds to avoid confusion.  I am thinking maybe including that kind of detail in the title as a rule of thumb?


1 reply

Userlevel 5
Badge +5

I include some detail in the title as a rule of thumb (like the title is telephone call with x on y at 0:00 etc) but this is mainly from habit rather than anything else.,

 

This was the requirement from my training firm 20 plus years ago and it stuck!

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