Notes History

[H_Imbach]

Would it be possible to add an option on the side menu for the history of notes on a customer's account so they don't build up on the customer/location page?

Purpose of Idea: instead of deleting notes from the account, they can be placed in a folder or something similar within the account so they can still be viewed.

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4132

[beejaxn]

Hello and good morning/afternoon! Thankfully, they've updated this in the new design. When you open the profile fly-out, the side bar should have a button to toggle from 'Details' to 'Notes'. 

I've attached a screenshot with an example for you, hope this helps 😊

[H_Imbach]

I'm using that now but when more notes get added, it continues to show all of the notes as soon as you pull up the customer account. If there was a spot to put old notes, so they wouldnt have to be deleted, that would help 

[MJ_aProInPink]

Love this idea!