Display activity notes on account profile better
it would be really helpful to be able to read all of the activity notes quickly, When calling a client back it takes time to have to open each note separately.
Passing this along to our team as we’re doing to be improving the Account Profile experience in the future so I want this to be a candidate for that.
Charles Hill commented
Currently, I have to click "Show Notes" link to view Activity notes on the Account Profile. It would save my time if the Activity notes on the Account Profile would show in full view (like Account notes) without clicking "Show Notes" link. So I can scan through my notes quickly when I want to make a quick decision. Thanks!
we can write notes in the activity - but are unable to see them in the account notes. it would be nice to see the notes when making the call. cant make the call from the activity because the contact's information is not present in that screen.
AdminRyan Moore (Product Owner, Matrix) commented
Have you tried the new Account Profile pages? We redesigned them with speed in mind.
In your example, you could use the Summary tab to see the fully story on what has happened with an account.
Just need to see notes? Filter the summary tab down to show notes. They will display fully expanded and ready to read.
Kristina Russo commented
When I add notes to my Activities and Deals, I often do not go and add another note to the account itself. It would be nice if Matrix would attach the notes created in these areas to the Account/Agency/Contact that is affiliated to the Activity and/or Deal.
It would also be nice if when viewing the notes on the profile page that I could quickly get to the Activity or Deal from which it was entered in order to remain in context of what the note was about.