06-27-2023 12:36 PM
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.
Click the link below to vote:
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4132
06-28-2023 12:10 PM
Same with our company and there's no where to put them at the moment unless copying and pasting in a word document and downloading as an attachment until something gets added to the system if possible
06-27-2023 03:25 PM
I agree the notes build up way too much and we don't want to get rid of the history, we use it too much