Editing/Deleting Notes on Customer & Location Page

[Previous Contributor]

When making a note on the "Customer Page", we have the option to also save it to the "Location Page" and vice versa. However, when we need to delete the note, we don't have the option to delete it from both pages. Same with editing what we wrote. We need to go to each page and delete or edit the note. Can this be an option?

[disham · Accepted solution]

Hello, 

We would like an editable note as well. We would also be in favor of a Achieve ability to notes.

When having to scroll past a page of “out of date notes” is time consuming.
We understand you can set permissions to delete pinned notes but be able to edit and achieving them to a folder, would be a better trackability feature.

Thank you for listening, 

J & R Herra Home Services 

[Previous Contributor]

Hi @Jacki Keller - thanks for your discussion post! I highly recommend submitting this as a new product idea. Simply go to the Ideas page to submit a new idea. Thanks!

[Previous Contributor]

This is much needed. It is very time consuming not to mention highly susceptible to errors. We have had a lot of problems with note consistency in the customer and location notes.