POP UP NOTES on Contact Pages

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10 comments

  • Official comment
    Rod Staines

    Hi All,

    We have added the option for contact messages to "Show as a pop-up" when contact profile page is loaded.

    This functionality is currently available in our staging environment and will be released into our live environment tonight.

    https://axcelerate.zendesk.com/hc/en-gb/articles/360000857396-Release-Notes-27th-March-2019 

    Please review our release notes for additional changes and updates.

    Thank you all for your feedback and support.

    Kind regards,
    Rod.

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  • Michelle Barry

    100% agree. Unfortunately the Contact Message field does not have enough room. Even a 'pinned' note entry would be useful. Hopefully this idea gets traction :)

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  • Natalie Woolley

    Absolutely agree! 
    The limitation of the contact display field means potentially scrolling through pages and pages of communications to find the critical note. 

    :)

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  • Tegan Thiele

    100% agree. Notes can easily be overlooked without the option of a pop up or pinned'highlighted note option. 

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  • Tabatha Whitehead

    Yes! This would be awesome :-) I can see heaps of ways this would be helpful and can see no reason why this would be great for everyone :-)

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  • Jade Steffensen

    Thank you all for the suggestion and comments. The "Contact Message" feature has been designed specifically for this purpose, as it will always display in a yellow warning box on the contact view page. As suggested, it might be possible to increase the maximum size of this field from 200 characters. I would be interested to know exactly what kind of notifications clients would like to use this for, and how much text might be needed to convey the message.

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  • Sharee Knott

    We would love to have this we have been trying to work out how we can point out to our enrolment staff that this client has a bad payment history currently we have to double check with finance. would be great if we had the option of putting this as a note and it pops up every time we click on the client.

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  • Rod Staines

    Hi All,

    We appreciate your input on this suggestion. Our team have discussed and allocated this suggestion to our product roadmap for an upcoming release.

    Both our design and development teams will be involved in making your suggestion a reality. From our initial and early discussions, we will add further options to the "Contact Message" dialogue (From a contact's profile >> Actions >> Update Contact Message). Changes may allow you to flag the message to 'pop up' when a user accesses the contact's profile, which would then require a user to take action.

    I will keep you updated here with our progress.

    Kind regards,
    Rod.

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  • Kylie Hick

    The Contact Note field is far too small.  What about considering an Anchor Note in the Notes section.

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  • Rod Staines

    Hi All,

    One of our developers has been assigned this task.

    We are hoping to have the work completed within the next month.

    I will keep you updated.

    Kind regards,

    Rod.

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