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.
Lindsey
shared this idea
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adalene
commented
Would be so helpful for many reasons -
for example: if I'd like to call the client but they're out of town - I will be able to see the note and WAIT until they return.Sales and Service value add: Would be helpful if the client calls me, I pull up their Redtail file and I can see something I want to follow-up on, or to mention a family member of theirs (possible prospect), etc...
This is Not the same as Important Info.
The Post-its can be closed out as a "Note", much like when we complete an Activity - with an opportunity to add more data like a phone call when we close it out.
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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.