@ Note Feature from Home Page
While trying out one of your competitors, they had a box on the Home Page that you could just type @JohnDoe and it would pull up the clients name and you could type out a note about the client, and it would automatically be added to the clients note section. For example:
"I left a message with @JohnDoe" or "@JaneDoe called about her account, next steps are... "
It was incredibly handy for entering client notes without having to go into their page... saved multiple mouse clicks.
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Jacob Klein
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