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I have the issue for audit, where having the contact's name included in an additional column, would make it easy for the audit review to ask specific questions relating to the client, rather than having to go back into history to find the comments especially when the reviewer is located in another country. The contact's name would also make it easier to compare any actions with our ERP system, again for audit purposes.

Could there be options when adding a note to one of your contacts, ie, Phone Call, Email, Meeting etc etc. and then allow these to be filtered. I use the notes quite a lot for adding notes to tenants details and it would be useful to be able to look at these without having to look through every action. Same goes for contacting suppliers etc. Useful if needed for evictions or legal actions.

This would help and be invaluable when dealing with Insurance claims and gathering information for debt collection / court cases

Ability to generate an audit/change report for a specific contact to see what users have changed/updated bank account numbers.