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Status Shipped
Created by Guest
Created on Jan 28, 2019

Urgent Notes

V6 customers liked the Urgent Notes functionality & would like to see this in the web UI. The urgent notes would be put on at division or contact level & would pop-up when a record is opened. 

  • ADMIN RESPONSE
    Oct 15, 2019

    The CRM has been updated to allow division notes to be tagged as "Urgent". Depending on system settings, those urgent notes can display as a banner or a popup on the division and its sub-records We will be rolling this out to customers over the next few weeks.

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