Our notes & communications pages are a fantastic way to keep track of everything that's been taking place on a particular screen, whether it's for a specific job or simply for a customer's profile page, it allows you to track messages, emails, calls and general information to make sure you never miss a thing.
We've recently put some updates into place to make things even easier for you to not only view chronologically, but also to filter with more ease and specificity so you can track the exact information you're after at the drop of a hat!
What changes have we made?
In a simple and subtle but still highly effective move, we have removed the 'Tabular' view in order to increase clarity in tracking your notes and communications. The 'Timeline view' in conjunction with the variety of filters that we offer (notes, print, SMS, email, phone calls) make searching a breeze.
Previously, our 'Tabular' view essentially grouped all the records according to their 'type' - calls together, emails, SMS, etc and we didn't have the filter function enabled on the timeline view for this very reason. Now, however, we've combined the best of both worlds, adding a robust filtering system to the timeline view enabling you to see things in chronological order as well as giving you the ability to define specifically the info you're after as well!
Filtering by type is a feature we were really excited to incorporate to the timeline view. The timeline, for various reasons, has always been the more popular option for our customers, however, if you were used to using the tabular view instead, don't hesitate to get in touch with our support team to get a little more info on exactly how the timeline view operates and the best way to utilise the filters if you wish to separate your notes and communications in a more categorised manner.
You can check our website for any further updates and we look forward to hearing from you all!