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Admin ability to add notes to accounts.

279
1
05-24-2023 11:08 AM
Status: Open
cedwards8511
New Contributor III

When I create a new account, I would like the ability to add notes for future reference on the account.

We often have account that need to be removed after projects change/end.  I would be great to have a place in the account that Admin could see what project an account is for and when it should be removed.

Just adding a general notes window somewhere in the account creation process would be great.

Tags (2)
1 Comment
Vandal_WSU

Agreed, I could really use a place to keep notes on the accounts that I manage.  I'd love to record when the accounts were made and why also.  Nothing formal, just a comments window.