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Rami Koivisto
Adhésion le 16 mai 2021
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Dernière activité le 22 oct. 2021
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Dernière activité effectuée par Rami Koivisto
Rami Koivisto a créé une publication,
Now there is Add a Note in Deals, and that's a great way to keep Deal up to date. However, I would like to have a Notes section to highlight most important Notes.
I know, it would be enough just to make Note starred and filter results, but then it is always required to select in filters what to display.
So, I wish to have Deal highlight (or starred) notes on left side panel, just below the deal value and stage. Then I got all critical information just in one sight and quickly.
Publication le 28 juin 2021 · Rami Koivisto
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Rami Koivisto a ajouté un commentaire,
What a pity! So, twinkle, twinkle, little star, makes me wish there would be unbound Notes too. Surely Notes should have possibility to link certain Deal or Contact. Plus Notes icon on menubar :)
Afficher le commentaire · Publication le 26 mars 2021 · Rami Koivisto
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Rami Koivisto a ajouté un commentaire,
I wish to add a Smart List with Starred Notes only. It's not so handy to view from Activity Feed as I have all needed on My Dashboard view. Because at times it is more natural for me to have a Note than a Task (in Tasks there is no space for any notes, only name of Task).
Is that possible?
Afficher le commentaire · Publication le 25 mars 2021 · Rami Koivisto
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