Automatic duplication of Notes

Clare at My Big Buddy
Clare at My Big Buddy Member Posts: 8 VERIFIED MEMBER
Third Anniversary First Comment Photogenic
edited August 2023 in Ideas and Product Feedback #1

I often find that I write information in the Notes section of one Deal that is relevant to another Deal - it would be useful to have a 'copy' or 'duplicate' function that would automatically copy that Note to a second deal. Currently, I copy and paste it but if there was an option to attach the note to another deal this would ensure that information is easily and quickly shared - would any other users else find this useful?

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,430 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #2

    Hi @Clare at My Big Buddy , as this is a feature request, I will convert it to a feedback post for you. That allows our development team to see it and other users to upvote and share their use cases.

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