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It would be nice if you could right click anywhere and insert your Commit CRM login name and current date / time as a time stamp. (as a quick reference)
This way you could add notes anywhere and easily see who added them and wihout goingm through reports. I understand that we could use the history notes for these kinds of audit trails however if you wanted a deep dive that's woudl be fine. What I am looking for is a quick view. Thanks |
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Not a function of CommitCRM but we use a program called Flashpaste (www.flashpaste.com) to do this. It stores a mass amount of frequently used bits of text that we paste into different programs. That way everyone here is consistently using the same phrases when needed. Has a shared common database and private one. It's also reasonably priced and includes updates for life. We have been using it for 5+ years and I would definitely recommend it.
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