Update to Private notes so they are also on the Build tab
planned
A
Asimina
I highlight the inefficiencies in our current process, emphasizing the need for a streamlined system to manage bookings and notes timely.
Additionally, I discuss a recent booking where we forgot to update the exchange rate, resulting in a loss. I explain the impact on margins and the importance of accurate calculation (added notes into other Canny posts for this JB)
- Increase size of private notes fields dynamically
- The private notes field should be in Edit item dialog on Build tab amd link to the Private notes on the Bookings tab
Jason Bragg
planned
Jason Bragg
under review
D
Danai Spania-Real Greece
Great suggestion for the notes.
L
Liz Aungier-Sheenco
Would love the private notes feature to work this way also, that makes a lot of sense, we currently add these type of notes in the set up page but it's not ideal
S
Seasonz
would love the private notes to be in the Build and for these notes to pull into a Zoho Report too!!!!
E
Elan Norway
Good idea for the notes in the Build section. We have a lot of free spaces.
Cancellation policy for the product could also be visible here.