Priority level for note

Charisse Burch

• April 17, 2014 21:27

I would like to see the ability to make a note a priority in the CRM. We would benefit at our company from being able to set a note as a priority that would always remain at the top of the note section for certain special instructions regarding the customers file.

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  Cindy pritchard - 2374

  • June 06, 2016 20:56

  I would like to see this also. Or May be a pop up as soon as the client's account is pulled up for the special instruction or collect pmt from client.

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