Allow the editing of Notes or Deleting of Notes everywhere
In case I have a typo or there is information that is no longer valid to prevent clutter. Like I have 2 notes where I have duplicate information. Or the ability to delete specific notes under account.
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We have just finished implementing this into our new product which will be rolled out out over time in 2017. Thank you so much for the feedback on this and making it clear that this type of functionality is necessary!
Keep the feedback coming! We’re trying to fix quite a few shortcomings with the next installment of Matrix and position ourselves to better make changes like this over time.
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Anonymous commented
Need to ability to edit and delete note
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Anonymous commented
Please add the option to delete and revise notes.
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Jim Davis commented
Mistakes are made, but Matrix does not allow one to correct this. Most web apps allow a period of time to pass before locking down notes e.g. 5 mins. This is the first time I have had the displeasure of entering a note, and not being able to edit it within seconds upon saving it.
Please MAKE MATRIX SMARTER!!
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Adan Arredondo commented
I super recommend the feature to be changed so we can edit notes and maybe the save and add another would be a plus as well
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RosAnna Salcido commented
I highly recommend this feature to be modified to correct and update notes.
Gracias!
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AdminRyan Moore (Product Owner, Matrix) commented
Can you further expand upon what you mean by "edit/organize information under the notes section" ? I understand the exporting idea, but "edit/organize" leaves a good bit of wiggle room.
Some of what you mention sound like they may be great use for tags. For example, I may use a tag "Sports Packages Only" and assign that to all of my accounts that meet that criteria. Tags can be added and removed at will. Do you currently use tags on accounts and/or contacts for any purpose?
Please let us know a little more information in order to better understand the situation.
Thanks!