Notes per appointment
in progress
O
Oscar Rosas
Notes per appointment are very needed. We currently have the ability to write notes per contact but per appointment is also necesary.
I see this SPECIALLY FOR THE MEDICAL INDUSTRY. In order to compete with other crms for Doctor this is very needed so the Doctor can TOTALLY DEPEND on our platform because they makes notes, RECORD THEIR VOICE or sometimes even pictures PER APPOINTMENT.
Please help us with this asap:)
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S
Swadha Bhoj
in progress
J
Julie Straub
Yes - for phone calls and for virtual meetings. We need a way to automate it to add to client notes for current and potential clients so anyone that has interaction with them can see the summaries (hopefully AI generated) for history and action.
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Sarthak Saklecha
This is very much needed. My client asked me if this could be done.
D
Danielle Beverage
I need to add where the appointment will take place. In-person, by phone call, or Zoom
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Paul O'Connell
This would be great for pretty much any service based business.
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Sam Newman
Yes, definitely needed. The notes/comments should have the option to be internal to team members only.
A
Andrew Croot
Also vital for home services when a sales person needs to see important information at a glance about an appointment they are going to.