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It would be valuable to have a "General Notes" section in Trackvia in each customer file. I am coming across numerous instances when I want to note things on the account, but at the moment, there is no place to put any general notes. It would be good to have this option under each customer so that anybody who pulls up the file in Trackvia will be able to see any pertinent notes on the file.
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Alex
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Hi Stephanie,
This can be done by adding a child table to your customer table. Each new note would be a record in that table and will show a history of notes for each client.
We recommend contacting your app admin with this feedback on enhancing your custom application.
Regards,
Alex