Ability to add notes to Organisations

Completed

Comments

8 comments

  • Official comment
    Rod Staines

    Hi All,

    The development has been completed and is currently in our staging environment, set to be released into our live environment on the evening of Wednesday, July 3.

    You can review Wednesday's release notes here: https://axcelerate.zendesk.com/hc/en-gb/articles/360001016375-Release-Notes-3-July-2019

    Kind regards,
    Rod.

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  • Helen Arnold

    This was something we also requested when we were going through implementation. Our workaround at the moment is to actually set up the contact as the organisation as well. For example the 'given name' is the organisation name and then if you know the actual persons name it goes as preferred name. This allows us to keep a track of the history of the organisations completed training. If the contact changes you just need to update the preferred name. You have to make sure your templates are set up right to pull the preferred name etc and also it doesn't work well with merge docs but it retains the organisation history in one place.

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  • Olivia Joyce

    Also the ability to add documents to organisations would be great too

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  • Luke Hickey

    We would also require to have notes and, especially, documents attachable to an Organisation. We don't want to do it through a linked / key contact as this will disrupt several types of reporting we do, and because it falsely puts them in the same lists as a student or internal staff member. Attachments and notes within an organisation would alleviate this.

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  • Amelia Daw

    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

     

    also agree with attaching documents to an organisation

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  • Rod Staines

    Hi All,

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

    There are a few other client suggested features and functionality in the queue prior to starting this, however, I will keep you updated with regards to timeline.

    Another post regarding adding notes to organisations:

    https://axcelerate.zendesk.com/hc/en-gb/community/posts/201747720-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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  • Helen Arnold

    Hi Rod,

    Thanks for the update on this one. Do you know if the documents uploaded against organisations would be available in the client portal? This is something we are often required to provide in our industry, a client portal that shows the training history plus customer specific documents.

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  • Rod Staines

    Hi Helen,

    Unfortunately, documents and notes added to an organisation will not be available in the Client Portal.

    Kind regards,
    Rod.

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