Feature request: pin notes in expanded form

Terry Bucknell

When we close a deal, we pin a note to the top of the deal containing implementation notes. Just the first line of those is visible and you have to click on the explained icon to view the full note. We'd like to be able to pin them in expanded form. After all, if it's important enough to pin the note, isn't it likely that you want to be able to make the full note visible?

(it should be an option to pin the note in expanded form - I appreciate that you might not always want the full note visible by default, particularly if it is very long).

 

Thanks!

Nicolas Meibohm

I was actually searching for a setting that all notes are expanded. I would like our notes to be like a feed that one could quickly go through. If there is something like that already pls let me know : ) Thanks! 

Martin Sarsale

Hi, I was wondering if this is solved or there's a workaround for this

Thanks

mwormald

Hello there,

I believe there is an opportunity to improve 'pinned' notes within the Focus area of a deal. Clearly users Pin notes because they are important. Meaning it should be readily visible in full when someone opens a deal. However, notes are automatically collapsed. Users can only see the first line until they 'expand' the notes.

This feature makes sense for regular notes, however pinned notes should be open and automatically expanded upon 'pinning.' Clearly you added 'pin' for important/critical notes so they should be shown in full.

This is a small feature request but will make a big difference in ease of use. For us, pinned notes are critical, they give us insights into the account that we need and our team doesn't always read because they are collapsed by default.

Manuel Oliveira

Hi @mwormald , I have moved your feature request to the Feedback section so it's visible to our product team.