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1. Add date stamp to Notes in Vendor Reports

   When generating a Simple Vendor report, the notes displayed, as entered via the Buyer Lead register, do not include an automated date stamp. This makes it difficult for a Vendor to determine the chronology of notes as they relate to events linked to each Registered Buyer.

   Without a date stamp, it’s difficult to tell whether notes were created on the same day as other notes/events, or else weeks apart. As a result, agents are having to type the date manually at the beginning of their note, so that it displays within the Simple Vendor Report for vendors to read.

   Is it possible to add an automated date stamp within notes added to registered buyers, so that the same date stamp shows within each note displayed in the Simple & Advanced Vendor Reports?

   When generating a Simple Vendor report, the notes displayed, as entered via the Buyer Lead register, do not include an automated date stamp. This makes it difficult for a Vendor to determine the chronology of notes as they relate to events linked to each Registered Buyer.

   Without a date stamp, it’s difficult to tell whether notes were created on the same day as other notes/events, or else weeks apart. As a result, agents are having to type the date manually at the beginning of their note, so that it displays within the Simple Vendor Report for vendors to read.

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   0 comments  ·  Reporting  ·  delete…  ·  Admin →
   Existing Feature  ·  AdminBox and Dice (Admin, MRI Software) responded

   Hi Supporters,
   Thank you for your Suggestion!

   We are happy to let you know that this functionality is already available in Box and Dice

   For further details, see the Knowledge Base article: https://boxdice.zendesk.com/hc/en-us/articles/4657155081103-Vendor-Reports