Kristina Russo

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  1. 4 votes

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    gathering requirements  ·  4 comments  ·  Matrix » Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    Kristina Russo supported this idea  · 
  2. 50 votes

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    gathering requirements  ·  8 comments  ·  Matrix » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 8 votes

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    4 comments  ·  Matrix » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    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.

    Kristina Russo supported this idea  · 

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