Notes History

H_Imbach
Contributor

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

Heather Imbach
Shenandoah Air Conditioning & Heating, Inc.
2 REPLIES 2

H_Imbach
Contributor

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

Heather Imbach
Shenandoah Air Conditioning & Heating, Inc.

MonicaSmithV
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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