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Categories CRM
Created by Guest
Created on Feb 25, 2026

Include Account/Contact Names in Notifications

Notifications list shows project and proposal names, but not customer/business names (unless the notification was about one of the contacts taking action). Usually, customer/business name is more important for differentiation and understanding at a glance. It's good to see the contact name when they take action, but again, the main client/business name is key. Maybe several customers have projects called “AV Upgrades”. (Previously in D-Tools SI, I had three “AV Upgrades” projects in a row for three different clients.)

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