Add a note to members profile (CRM feature)
I’d like to be able to add informations on my customers profile. A simple long text field would be great, a timestamped timeline for notes would be wonderful.
That would allow me, for instance, to keep track of a coaching or a conversation, to add some infos about paiement problems or customers inputs…
- Product Area
- Platform & Settings
This request was merged into another request
Comments1
Shawna Wilde
Oct 1
Help I am new here please
Linked to Note section in users profile