Notes Spread Between Tasks/Opportunities/Profiles etc.
The one issue I have organizing all of my records in Insightly is the lack of coordination of notes between all the different places they can be stored.
For example, I make several notes on the profile of a contact. But that contact also has a Task and Opportunity attached to it. So one user records notes in the Opportunity, one records notes in the Task and one records notes on the user profile itself. These notes are not coordinated and we all miss information because we don't know where details are being stored.
Is it possible to see a list of total notes on an individual? Can they all be stored in one place? This should be a top priority for a CRM, information should be organized and easy to find. Thanks!