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Ideas Portal
Status Released
Categories SalesVision
Created by Jim Menard
Created on Aug 7, 2023

Ability to edit summaries

There are times when I want to add or changes something in the summary, so I would like the ability to edit the summaries when necessary.

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  • Grant Strac
    Reply
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    Mar 25, 2024

    I would like to add "Print" summary as well. Hit print button with the phone and name at the top with the summary so I can hand off sheet. When I hit print now it prints with the number but no information

  • Guest
    Reply
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    Aug 8, 2023

    I think it would be great if these edits can help correct the AI model and make it more accurate.