Affiliate notes
M
Melinda Engler
Currently this system only allows a 250 character limit and because of this limit our database is missing information. We are unable to save all notes under certain affiliates. All information is valid/important, past and current, to keep up with all our affiliates. Please open the character limit so this feature can be used properly and how it is intended.
L
Laurie Claire
there should be more crm capabilities for affiliates like tasks, in this industry they are just as significant as a client. We should be able to assign follow up dates and notes in a task like environment at the very least
K
Keenan Jones
Great to hear your perspective, Melinda Engler! I have a few more questions for you:
- What is the average character count needed for your affiliate notes to ensure all important information is captured?
- Are there specific types of information or fields that are most affected by the current character limit?
- How frequently do you encounter issues with the character limit in your daily operations?
M
Melinda Engler
Keenan Jones Thank you for your response.
- Unlimited would be nice so all notes are able to be save, both old and current. Is there a reason there is a limit in this field?
- This is where we keep up with contact with each affiliate and all their information. These notes are made by different consultants that keep up with each affiliate.
- This is encountered every day now that this issue was found. Unfortunately, this was just brought to my attention that there was a character limit in the notes section therefore it is unknown how many notes were not saved prior to this. When typing in the notes it does not stop from typing past the limit, instead it lets you keep typing and save then, if it's over the limit it just cuts it off. Those who aren't as observant could miss that the notes were cut off and in turn missing the notes entirely.