POP UP NOTES on Contact Pages

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Mahni Davies

• 15 August 2016 05:42

For important notes and special circumstances it would be great if we can set up a customisable pop up notification that comes up when you log onto a contacts page. You would ideally have to click OK to acknowledge the note in order to continue. This will ensure that nothing important is ever missed and is identified immediately.

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• Official comment

  

  Rod Staines

  • 26 March 2019 23:15

  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

  • 15 August 2016 05:46

  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

  • 15 August 2016 05:50

  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

  • 15 August 2016 05:53

  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

  • 15 August 2016 06:11

  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

  • 15 September 2016 05:24

  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

  • 04 October 2016 00:19

  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

  • 13 March 2019 05:22
  • Edited

  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

  • 21 February 2019 05:35

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

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  Rod Staines

  • 26 March 2019 23:12
  • Edited

  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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