Pinned Notes applying to all new locations.

New Contributor

Is there a way to get pinned notes on a customer to apply to all new locations? You can currently apply to all exisitng locations, but to get them to show up on any new locations you have to delete the original note off all exisitng locations and then Pin a new one on the customer to get it to apply. Huge pain for something that should automaticaly apply. Especialy since we do new construction and we have one builder who has thousands of active locations. 


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Please make this an idea! I will 100% vote for it. I hate that I have to look in every place possible to confirm things about a customer. Sometimes they will be on the phone and I have to keep stalling to try to find all the notes. 😅

Madison Robertson
Chicken Lady Speaks