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Status Functionality already exists
Created by Guest
Created on Jul 11, 2023

Viewing Location Notes on Locations grid view

It would be really helpful to have the Location Notes visible and able to view when looking at the Locations through the user interface on grid view.


I am aware that you can customise your view and see the No. of Notes attached to each location. However, it would be really helpful if you could see what the note actually says.

Idea priority Low
Needed By Yesterday (Let's go already!)
  • Admin
    Laura Taitz
    Reply
    |
    Jul 18, 2023

    We have no plans to add the Notes to the grid. There could be n number of Notes added against a Location so we can't include a large list of Notes in the grid for each Location. The Locations grid would become unusable if each row included a list of all Notes for that row. You can see that there are notes against a Location by using the No. of Notes column which is the trigger to open up the preview panel and view the related Notes. thanks

  • Guest
    Reply
    |
    Jul 17, 2023

    Hi, Yes I am aware of clicking to view the notes. It would be much more beneficial to be able to see the notes from the grid view. This way, there is much less chance of missing this important note of information regarding the location.

  • Guest
    Reply
    |
    Jul 17, 2023

    I did point out that feature in the Support case that led to this Aha. The customer replied: "I was aware of clicking the preview panel and then clicking notes. I really would like to be able to actually see what the note actually says at the grid view."

  • Admin
    Laura Taitz
    Reply
    |
    Jul 17, 2023

    All notes attached to a Location are visible from the preview panel. When you are on the Locations grid or at a Location Summary page, you can open the right hand preview panel by clicking on the icon below the main header on the right. You will then see a section for Notes which you can open and see all the notes attached to the selected Location. Please see attached example. This feature is available at all entities which support notes eg. Groups, Locations, Accounts.