I took extensive notes while on a phone call with a client. I couldn't find an easy way to print or even see all of my notes from that phon
Allow you to see all and print all of the notes taken during Timeline Phone call
Thank you for the suggestion. We will look into it.
This is a huge issue. When you go back to review your notes there is no easy way to see them. You only get a small snippet. Huge oversight. We need to be able to easily see and search the information we enter into Customer Manager.
As of 09/06/2018 there seems to be a 512 character limit for each meeting or phone notes saved. After you exceed 512 characters the rest of your notes seem to be lost. :-(
No character count warning or limitation. OCM allows you to continue typing forever, but only the first 512 characters get saved.
Please expand or at least warn of character limit real-time within OCM. A print-view option would also be nice.
I would like the ability to (optionally) share these notes with the team.