tracking by customer notes
this is aimed when there is more than 1 user:
Is there a way to log in and see the latest customer activity notes per date?
We are a retail shop, & have many customers in & out.
I'm looking for an easier way to log in and see a timeline who's been in store and what's been enquired about etc
Based on the clients notes which are date stamped
1
vote
mike duff
shared this idea
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
