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new features
2 years ago

Allow adding notes to Campaigns and Organizations in Administration

In this release, we are adding notetaking functionality for RallyUp/Partner administrators. We are adding the ability for administrators to leave fully customizable notes on Experiences and Organizations. The notes inserted here can be viewed by any other administrator thus increasing the level of communication within our internal teams. 

In the ‘Campaigns’ and ‘Organizations’ tabs in Administration, you can select the “Manage” menu in any row to find a new button that says: “Add notes.” When this button is clicked, it opens a new modal that allows the administrator to leave notes that might be helpful for their internal teams.  

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