We love to hear your feedback. Your suggestions and ideas are important to us. Our feedback forum is a great place to post your ideas and vote on others. Please share your detailed use case and how the proposed enhancements can increase value to your business. We do read all of your posts, but may not be able to respond to all comments.
More information on the status of submitted ideas can be found here
When adding job notes, allow users to select multiple users to whom to email the note to.
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What is the business process you are trying to achieve?
Job Notes - Allow for multi-user selection Currently, when users add a job note, they are able to select one user to whom to send the job notes to. Users are able to send to other recipients via the "other emails" option, however, they must know the exact email addresses. Feedback provided from our user population is that it would be useful for them to be able to select multiple users to whom to send the notes to without having to go outside of the system to obtain their email addresses, which is not ideal. |
This has been a pain point for many years - I hope you come up with a solution.
the ability to send a note to multiple people a requirement
Thank you for your idea.
At present, we do not have plans to further develop the Notes feature, so we are considering this idea as not aligned with our current roadmap.
However, we will be conducting discovery sessions next quarter (October-November) focused on Convo/job cards and the 'raise job card from non-PD processes' initiative, which might address the business outcome you're aiming for. Although, it is too early to discuss release dates at this stage.
If you're interested in participating in these discovery sessions, please let us know.