Product Ideas Portal

Ability to Export Comments

We'd like to have the ability to export the comments of an Advisor request. It would be very helpful to easily share the conversations related to consultation with other team members who do not have Advisor accounts but are involved in accessibility. In addition to a simple export, it would be helpful to integrate with JIRA.

  • Guest
  • Mar 14 2019
  • Won't Do / Not a Feature
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  • Admin
    Megan Alfaro commented
    20 Mar, 2019 05:24pm

    Courtney,

    I have removed Comments completely from Advisor because we found that they are unable to be shared with anyone who is not a contact in Salesforce. Instead, we have implemented a new Email feature inside of cases, which I'm writing documentation for. I'll share this shortly with the CS team.

    Megan