Feature Update :: Task (and Attachment) Notes

November 9, 2023

We’re excited to introduce a brand-new feature: Task Notes. With this addition, you can effortlessly attach notes to any task within the system, streamlining your workflow and keeping all your essential thoughts neatly organized in one convenient location. This means no more navigating to the Transaction > Activities tab or the Contact > Notes tab to manage your task-related notes. Plus, we’ve revamped the user interface for Transaction Attachment Notes, aligning it with the seamless slide-out panel method we implemented for Task Notes.

Check out the video below for a short demo…