Informizely customer feedback surveys




Se de seneste forbedringer




Notes on Supplier accounts

0
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
lukket
i Forslag » Andet af (200 points)

1 Svar

 
Bedste svar
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. :)

<p>     <strong>Med venlig hilsen</strong></p> <p>     <strong>Philip Kofod-Nielsen</strong></p> <p>     <strong><img alt="" src=" style="width: 200px; height: 49px; " /></strong></p> <p>     <a href="http://www.e-conomic.dk/"><strong>Online regnskabsprogram</strong></a><br />     &nbsp;</p> <ul>     <li>         <a href="http://www.e-conomic.dk/support">e-conomic support</a>&nbsp;- &nbsp;Din vej til vores support</li>     <li>         <a href="http://wiki.e-conomic.dk/">e-copedia</a>&nbsp;- Opslagsværk om e-conomic</li>     <li>         <a href="http://blog.e-conomic.dk/">e-conomic blog</a>&nbsp;- Hold dig opdateret</li> </ul>
Forslag af 🔒 (17.7k points)
valgt som bedste svar af