Request for dedicated notes and attachments section on customer profiles

We need a dedicated section on customer profiles specifically for adding notes and attachments. This would be incredibly useful for logging all client communications, such as follow-up emails, directly on their profile. While custom metadata can store text, it's not intuitive for this purpose and doesn't support attaching files, making it difficult to keep a complete communication history.

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Upvoters
Status

In Review

Board
💡

Feature Request

Date

2 days ago

Author

Rai Fan

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