Product Enhancements
Export Interaction Notes
Steve Miller
Client would like to export interaction notes and have them formatted properly. Currently, exporting via Excel and wrapping the text is the only way to really get the notes in a readable format. This takes a lot of manual manipulation.
The proposed solutions currently include the "tearaway" or a potential Conga printout.
Comments
We also need tasks in formatted style to provide to our dealer group
Please sign in to leave a comment.