Within a customer's Profile in the CRM, you can now Pin a Note (or multiple notes) so they appear at the top of their profile:
Need to ensure an important Note doesn't get missed? Just Pin it.
In case you didn't know, you can also Reply to a Note so you have an audit trail:
While we're here... someone asked us after a previous update "How did you get those sub-categories under Customers, and Orders?".
If you find yourself using the same combination of Filters again and again, you can simply create a Saved Search:
We hope you enjoy these updates. More to come 😀