Employee Notes Stay On the Customer Profile
complete
Linda Barbee
Amar, why can't we move notes to customer profiles when using a computer? We are only able to use this feature on the mobile app.
Linda Dazey
YAY
A
Amar Ghose
complete
This is available with the new notes we released last month or the month before :-)
A
Amar Ghose
Merged in a post:
Employee notes to stay on client notes
Nicole Bernath
I would like to see that when an employee adds a note for a specific client that it stays on profile permenatly.
A
Amar Ghose
in progress
This will be available with our update coming in the next week :-)
P
Paul Archer
I'd like to add to this that it's crucial there is just an OPTION for this. Not that they stay forever. I think it would make more sense if the cleaner has the option to add "customer profile notes" and "job notes". Sometimes I have staff use this function to note their times for lunch if they are on a longer job or other things that are only related to that day. Such as if a client has an add on for that day only
Admin FixIT
I would like to control what notes gets added permanently, so I press the copy button, to copy their notes on to the customer profile so they can see it everytime if it is relevant. Based on the notes my cleaners are making I think it would be quite messy if it happened automatically...
R
Rachael Quin
Please include all Notes added either via app or desktop are carried over to client profile. What is the point of not being able to view Notes on each client/visit if no one can access when mobile.
Rebecca Jones
Yes this needs to be a feature! Otherwise what is the point??
A
Amar Ghose
under review
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