Sticky Notes to add to client file
Be able to add a "post-it-like" note to a client file so it stands out instantly. This could serve as a reminder to give them something next time they are in the office, or ask them about such and such....
I don't want to sift through client notes, or use a pinned note- this doesn't stand out enough.
43
votes
Lindsey
shared this idea
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Leo O'Connor Jr commented
In SmartOffice this was done by having the important information window pop up when you clicked into a contact (if it was filled out) and you had to dismiss it. This seems like an alternative way to do this.