I have mentioned before that the Notes/Log section is absolutely terrible.
Adding notes to tasks should be much easier to read and much easier to reference later (not just get hidden away in the log).
But what also definitely needs to be done is the ability to actually copy and paste the body of something into the the log.
I am unable to copy an email and paste it - I get an error message every time. I have contacted Support but all they could recommend is forwarding the email to the file. But that makes it so I have to open the email in the log to view the message. It shouldn't be like that
I recommend again to take a look at Top Producer and how they handle general notes and then task notes. Works much better.
Essentially, anyone who doesn't have any knowledge of the file should be able to open the log section and read through it and be able to be caught up. That is impossible right now.
Created By Taylor
RequesterI have mentioned before that the Notes/Log section is absolutely terrible.
Adding notes to tasks should be much easier to read and much easier to reference later (not just get hidden away in the log).
But what also definitely needs to be done is the ability to actually copy and paste the body of something into the the log.
I am unable to copy an email and paste it - I get an error message every time. I have contacted Support but all they could recommend is forwarding the email to the file. But that makes it so I have to open the email in the log to view the message. It shouldn't be like that
I recommend again to take a look at Top Producer and how they handle general notes and then task notes. Works much better.
Essentially, anyone who doesn't have any knowledge of the file should be able to open the log section and read through it and be able to be caught up. That is impossible right now.
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