I need all the notes about the prospect at my fingertips and right front of me. Things like spouse's name. Kids names etc..I see little or no space for notes that stay put versus in a thread.
I cant use Lions Desk because it seems to lack this
To have your most important notes at your fingertips, you would need to set-up your Favorite Fields. By setting up your Favorites, you can choose what information you see at all time when looking at a contact record. I added a help article below to show you how:
Hello Lions,
To have your most important notes at your fingertips, you would need to set-up your Favorite Fields. By setting up your Favorites, you can choose what information you see at all time when looking at a contact record. I added a help article below to show you how:
https://liondeskv2.zendesk.com/hc/en-us/articles/360034667012-How-to-Customize-your-Favorite-Fields
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