CloudLink Ideas Portal

Add generic comments field to deal worksheet, include in overall status view of deals

In another idea submitted to show all deals in a view with items remaining to be completed, it mentions also having a comments field. Dealers need this to add context/color to the deal so managers understand what's going on. For instance, the Shipper may not have been completed, but in the comments field you could put "Waiting for machine to arrive from factory to ship to customer". Ideally, the user would be able to update this comments field directly from the view mentioned above vs having to go into the deal worksheet to update.

  • Mike Love
  • Aug 3 2018
  • Already exists
  • Attach files


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