Some users have asked for visibility to Visit Notes outside of a visit. The idea would be they make the note during the call, but when they are prepping for their day, they can review all the notes from all their Customers / Stores. Is there a capability to do this? Like a card to add to the CG Cloud - My Day screen, or even in the Customer / Store list - the Visits tab has room to add the Notes.
THANKS
1 answer
Hi @Thomas Martin, sorry for the inconvenience. If you don't receive a response here, we recommend reaching out to our support team for further assistance. You can do so by visiting https://help.salesforce.com/s/articleView?id=000393090&language=en_US&type=1
