Name of Feature/Request: Internal Notes field in Calendar appointments per Will High Priority revamp
What financial, time savings, or quality of life improvements will occur from this: Frequency: A few times a day | This is something that would be useful to all users of Striven
When meeting with customers, it is often good to have a place to put internal notes, notes that are not visible to the customerThese can be anything from an internal list of questions to ask, or maybe financial info to talk about. It is often a good idea to come prepared to a meeting.
If we could have an Internal Notes field that would not be visible to either the external contacts or maybe even the other internal staff members on the meeting, it would be a good way to keep all of your into in place
Attempted Solutions So Far: Link to a Google Doc that the external contact can see, but does not have access to
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Putting a link to something in the appointment that the external contact sees but can not get to
StrivenID: 3783642