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We are looking to store notes and documents on a client-basis instead of a project basis. Reason being, you close a project out and the notes and documents are not visiable (i'm assuming you can still search, but nonetheless low visability). There are certainly situations that call for a document to be assigned to a project and/or a document to be assigned to the client.Is this in the roadmap or is there another suggestion to store notes and documents by client instead of per project?
This lack of client centric notes is driving me crazy. I just got off the phone with a client in which the conversation covered 5 topics. Only one of which already had a project with tasks. I just want to document the conversation with the client and then from there create projects and tasks as needed. By the time I create any projects and tasks in intervals that would allow for project notes, I've lost my train of thought. So I have to write my notes in another application and then hopefully remember to pull those into Intervals when needed. Ugh.We need some basic CRM features added to Intervals. Multiple contact and contact info per client. Client-centric notes and documents. Easy search of those notes. Sorry for the rant. Now I have to remember my client conversation. :-)Jack
So almost 3 years have passed since this very valid concern has been raised. I"m reviewing Intervals and I really like it, but this is a huge negative. There are many notes that client specific and not project specific - notes that may pertain to every project for that client.I appreciate that Intervals is PM and CRM, but good PM requires some client management as well. Having to copy paste notes from one project to another is an insane action for something that is supposed to create efficencies.Has this issue been addressed in some way that I haven;t been able to figure out if not, is it in the works?
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