Would like the ability to add notes to IF record. So this would be an action.
I also would like to have an "Note Added to Client" be a trigger as well.
Hi Marshal. My apologies for the delayed response. I will put up a request for this and get back to you as soon as I get any news. Have a great day!
Any update on this? This should be an obvious and easy add.
Hi Marshal, thank you very much for your suggestion. Unfortunately, this enhancement request has not been placed in our roadmap. We will keep this request in mind and inform you again if there are any updates.
Has been or has NOT been?
Hi. My apologies for not being clear earlier. The enhancement request has not been placed in our roadmap
Send us a ticket, we will try our best to assist you with your problem