Create an Audit Trail Report For Notes
The Note Feature in the customer profile screen is used often to document any issues, concerns or special requests. As a Manager / Owner, I would like to see when new notes are created so I can be made aware. It would be great to have an Operations Report that I can select a date range and any notes created in a customer profile can be viewed. Customer name, phone number, date of the note, employee who entered and the note itself would be the information desired.
Thanks for the suggestion! I can definitely see how a report on this data would be helpful. We’ll add it to the wish list!
-Duessa & Thr!ve Team