It would be very helpful to enter the notes section of a contact and be able to read the whole note and no just the title.
I'd like to be able to go into the notes section and be able to read the full notes in a timline form, instead of having to click into each specific note. It's an additional step and doing it over and over again to get caught up on a contact is frustratingly inefficient. While utilizing a pop up window for editing does make sense, being able to read it creates more work. We are busy and ease of use is key in crms. Thanks.
Leonel Burrola
shared this idea
Hi,
For now, we are declining this feature request because we like the compact view of notes on contact records.
If this feature garners enough votes, we will reconsider, but most of our feedback in this area has been positive so we don’t plan on changing it just yet.
Best regards,
Joseph
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Chris
commented
I definitely 2nd this request. The view for the 'notes' tab is almost useless. Having titles only display initially is fine, but please add an option to open up the full note.
The current popup option is not very helpful, using such a small % of the screen real estate. It would be much better to have this popup display larger so that the contents of the note is not so difficult to read.
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Anonymous
commented
The notes are needed for a quick overview of what is going on. I would say that within each activity only the last contact notes would need to be there as they would be most relevant to the call/activity....
BUT a more elegant solution would be to use the 'screen estate' to the right of the Activities to show the first few lines of the Notes, with a click down for 'More'. This could be the 'norm' for the Activity Lists
Having the activity notes summary displayed to the right of the Contact Activity list would make a real difference to and save a lot of clicking....
Another very useful feature would be to list 'Other Activities Within this Company' under the Company section at the bottom right. Fits well with the whole Social CRM of Nimble :-)
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Leonel Burrola
commented
Additionally, the editing window is too small. I can only ready a few lines of a paragraph and I find myself having to scroll upward to review what I've written. Thanks for your consideration.