Add notes to organisations

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Josh Nixon

• 11 December 2014 03:40

Rather than just adding notes to individual contacts, when a contact has a note added to them it will show up in the organisation view as a note for that contact.
Further to this is search functionality for organisation notes.

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• Official comment

  

  Rod Staines

  • 10 April 2019 22:50

  Hi Josh and Amelia,

  We have placed this suggestion onto our development roadmap. We will add the ability for Organisation records to have both documents and notes added.

  This is a duplicated post, so I will close it for comments - please see the main post below where I will keep posting updates:

  https://axcelerate.zendesk.com/hc/en-gb/community/posts/245525607-Ability-to-add-notes-to-Organisations

  Posts regarding adding documents to organisations:

  https://axcelerate.zendesk.com/hc/en-gb/community/posts/203156630-Organisation-Company-document-uploads

  https://axcelerate.zendesk.com/hc/en-gb/community/posts/218850928-Organisations-additional-functionality

  Kind regards,
  Rod.

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  Amelia Daw

  • 30 August 2018 02:17

  this is such a vital function as people move on from organisations and its so frustrating having to look at every person attached to an organisation to get the full note history

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