Feature request: Edit the date of Notes after posting it in Deal

Efir Media
Efir Media Member Posts: 11 VERIFIED MEMBER
First Comment Photogenic First Anniversary
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Be able to edit the date of the note so it fits into the timeline of the deal accordingly (image 1)

Or even better would be the ability to edit the date by clicking on it (top left) and you're immediately able to edit it in the pop up (like you can with Deal names - image 2)

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Comments

  • Matthew Depue
    Matthew Depue Member Posts: 1 VERIFIED MEMBER
    edited December 2021 #2

    Agree.  This would be extremely helpful as we have a tendency to add notes ex post facto.

  • Walter Kremhiller
    Walter Kremhiller Member Posts: 5 VERIFIED MEMBER
    Second Anniversary First Comment

    I second that. Sometimes i transfer a note into pipedrive a few days after it's creation, therefore it doesn't fit correctly into the timeline of a deal. I'd like to correct that manually.

  • RayRandolph
    RayRandolph Member Posts: 1 VERIFIED MEMBER
    First Comment

    I agree: add the ability to edit a note date so it lists in the proper chronological sequence.