Ability to change the colour of notes or flag them as a specific type of note

Max Jurock_8538
Max Jurock_8538 Posts: 14
10 Comments Second Anniversary Photogenic

Want to start off by saying the note tagging beta has been fantastic and it's hard to imagine Pipedrive without it now.

One thing that has come up talking to the team is the ability to colour the notes or label them as a specific type of note. We tend to get upwards of 50+ notes per deal file, and even with the ability to sort notes only, it can be very difficult to find a note left by our account manager vs documents manager vs underwriter for example when you're looking for a specific comment.

Pinning important notes is not really feasible as sometimes the specific note isn't important at the time. If we could have the option to colour the notes so when leaving them (from yellow to red for example) or have the option that when a specific user leaves a note, it is always that colour - or alternatively the ability to flag the note as 'Document Specific' for example, and then sort notes by type, would also work well.

Thanks for listening and continuing updating PD!

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  • Mike van der Valk
    Mike van der Valk Posts: 4,055
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited August 2020 #2

    Hi @Max Jurock 

    Thanks for sharing your feedback. Happy to hear you are liking one of our latest updates and I'll make sure our team sees your suggestion :)