It would be great if there was a simple box under the Client Profile Picture where notes can be added with Client specific details. I.e: Client prefers Text over Email or Client likes Bourbon over whiskey. Client is hard of hearing and prefers email over phone calls.... you get the jist!
Hello everyone,
You can now pin up to 3 comments in the contact record. That way you can select what information is important to have at a glance. Click on the link below to learn how.
https://updates.liondesk.com/en/enhancement-pin-up-to--comments--