Notes on Supplier accounts

Question

If you are looking at the Suppliers List you can click on "More" and then "Notes"  and then add some notes, categories, follow-up dates and more.  Useful functionality!   The problem is that you then cannot see that a note exists on the Supplier without going into each one!    And if you have set an important follow-up date, you do not get any reminder on that date!

I suspect that you are working on this, or maybe it works with a module I do not use.  Whichever, just in the short-term,  could this info not be incorporated as part of an export file. At least the functionality could then be usable to a small degree.

 Thanks

Answer 1

Hi Stephen

The note-function is actually not something that will be worked alot more on in the nearest future, i'm afraid.

But if you mark the field Follow-up, when creating the note, then you will be able to find all the notes that has been marked Follow-up, if you go to My settings --> Notes --> Follow-ups.

The note-function has from the beginning been very basic and not something that it was meant to be used a lot of ressources on, so I hope that you understand why we haven't prioritised this suggestion. But at least I hope that the Follow-up list can be of some help regarind this. :)