주 콘텐츠로 건너뛰기
32
It would be nice if there was an option to make CRM notes editable. We get information on clients that changes from time to time, e.g. remote access configuration settings. The new information supersedes the old information, but a lot of times there is overlap and only some of the information is changing.

Alternatively, an agent will forget to enter something in a note and then they will have to copy, paste and edit and then delete the old version of the note. It's a little clunky.

댓글 등록

댓글을 작성하려면 로그인하거나 등록하셔야 합니다.

비밀번호를 잊으셨나요?