Adding Notes - Documentation
Bigger space to add notes for proper documentation.
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Jeremy Strain commented
Agreed, the ability to keep multiple notes for each customer or just a really large text box for multiple notes would be very helpful.
We have a lot of general info notes for different clients that we don't really have anywhere to put in Atera.
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Michael Sokoloff commented
On the Customer, Contact and Devices pages can a Notes section be added to the list of tabs across the top. Can the notes section have more space and the ability to add multiple notes and links. Edit / Delete is a must. It would also be great to have notes on the Devices page to place notes like (Located in the hall closet) or (Fan replaced on xx/xx/xxxx) as an example.
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Netcom Support commented
I hope this is for the super tiny Notes field under the Customer Name & Logo field. It's comically small.
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WNC Support commented
For clarity, this is to add notes to an individual agent, correct?