Sales visit reporting/customer notes to be listed separately

[ben-daley]

Sales visits currently get shown in “recent activity” and get lost quickly due to orders and deliveries being shown in this section as well. It would be beneficial to sales teams to see a separate specific customer visit log, to easily see previous notes/visits/actions from each customer visit along with date visited. This would also be useful for journey planning. Be great to explore any options available. Many thanks

[luke]

Thanks for the suggestion, Ben; this is a great idea.

Please don’t forget to vote for your own suggestion, as every vote counts!

[max]

Thanks for the feedback Ben, and good news!

We’ve now added a “Sales visit” tab to customers and leads:

As well as the ability to toggle whether to show orders in the recent activity log so you can see a more concise summary of recent activity:

We hope this helps