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Categories CRM App
Created by Guest
Created on Apr 15, 2021

Additional Information when sharing notes

A customer has requested that a few bits of additional information display on the shared note from the CRM.

Currently the share record notification (See attached) shows the record type, Id and Message.

It would be really useful to share a bit of information such as the contact/company name, record description as well as ID. Perhaps whom the recall is assigned to.

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