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Categories CRM App
Created by Guest
Created on Mar 7, 2024

Add the Opportunity ID or Problem ID to notifications

Please add the Problem ID or Opportunity ID to notifications - we have to look it up which is frustrating - added this as an idea previously & with 47 votes and an 'easy' fix please look to bring this back !!

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  • Admin
    Paul Holland
    Reply
    |
    Nov 27, 2024

    This functionality has now been released in CRM update 130 (version 7.02.130)

  • Guest
    Reply
    |
    May 30, 2024

    I totally agree with this, especially if you have just been mentioned in a note, what should be a helpful feature for someone to make you aware of an update, means you can't just read the notification. You have to click through and open the record, which unnecessarily disrupts your work.

  • +71
48 MERGED

Re-add the LID or PID to notifications

Merged
The LID / PID / Quote reference number was taken off notifications - a retrograde step which means you have to ensure your browser is Chrome & a new window opens each time which is unnecessary
Guest about 2 years ago in Admin Portal 0 Shipped