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Categories Call Summary
Created by Guest
Created on May 23, 2025

RELATED IDEAS

Add initials at bottom of Call Summary note

Add the initials of the person who placed the call to the bottom of the Call Summary note so that when it is in the PMS, other staff know who made the call.

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  • maria alcaino
    May 26, 2025

    And also the phone number would be helpful

    Reply
  • maria alcaino
    May 26, 2025

    I'd also love to have a time stamp


    Reply
  • kellie cammarano
    May 26, 2025

    At BluePearl we use 3 unique letters for initials it's normally 1st initial and the 2nd 2 initials of the last name so it would be great if we could use the same format

    Reply