Adding to customer and location page

New Contributor

I've been wondering if there is functionality for this for a while.  I have a tendency to forget to click the toggle to add the note to both the customer and location page, but there is no way for me to go in and edit to retroactively add the note to both.  This requires many extra steps to copy the text, then go to the other page (which takes quite a while to load since the recent updates changing the layouts of the customer and location page) then being able to add the note to the other page.  Is there any way to enable a toggle as part of the edit note feature to add it to the location/customer page?


ServiceTitan Certified Provider
ServiceTitan Certified Provider

Welcome to the Community and congrats on your first post, @JamesS🎉

Thanks for sharing your feedback. That sounds like something for the ideas page💡