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Multiple notes for contacts and companies

Multiple notes for contacts and companies

As of immediately, we enhanced the option to add a note to a contact or a company with being able to add multiple notes.As previously, you can add a note directly on the contact page. However, new, older notes will be available in the notes overview, where you can edit or remove them. The most recent note will always be on top and shown to all your team members.

Helpmonks - add notes to contacts or companies

Of course, we also made this option available within the sidebar of any email thread, i.e., you can add a note to a contact or a company without any context switching.

Helpmonks - multiple notes per email thread

That's it. It's short and sweet but very useful.Stay tuned for a significant update to take your customer management to another level.

Nitai

Nitai

Founder & CEO of Helpmonks. Serial Entrepreneur. Getting things done.