YES!!! Having a blank area in each contact form to fill in additional notes about a client would be VERY helpful. Miscellaneous bits of data that are important for the team to know about a person, but don't otherwise fit in the pre-determined fields. YES PLEASE!!!

Alright, I think I understand your business needs better now.

I'd suggest creating a separate feedback item for the account list exporting, though. We tend to try and keep our feedback topics focused to one potentially releasable item at a time in order to decrease complexity and increase the chances of releasing content :)

Thanks for getting back to us!

If I were able to export my notes in an excel spreadsheet or csv file, I would easily be able to transfer this information back and forth from Outlook to Matrix. Also, I would be able to print out a quick spreadsheet showing my recent contact with multiple accounts (for example: If we are focused on selling our annual Holiday Salute Sponsorships, I'd like to be able to print out a list of all of the accounts/contacts I am talking to and the notes about my most recent interactions with them.)

To take this one step further, I'd like the opportunity to export my account list with all the account notes and contact names. This would be a useful tool when I am sitting down for annual or quarterly reviews.

I completely understand the importing of notes. Sounds pretty cool!

I am a little foggy on the exporting of notes. What plans would you have for exported notes? How would you prefer to get them out of matrix?

Would love to hear a little more about this.

Thanks!