Settings and activity
4 results found
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16 votes
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Joan Keun
supported this idea
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6 votes
Joan Keun
shared this idea
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116 votes
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Joan Keun
commented
I need to export the notes to add it to accounts that's handed over.
Joan Keun
supported this idea
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52 votes
Thanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.
While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.
We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.
Joan Keun
supported this idea
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I try to create a repeating invoice for a group, is this still not available?