Create contact note from board card comment links
Create contact note from board card comment links
Board card comments about clients and prospects don't make it into contact records, leaving advisors without context. A consolidated note is added to the contact for quick review before outreach.
Overview
When card comments live only on your project board, advisors lose conversation context and slow responses. This flow writes those comments as formatted notes on the contact record so advisors see the context within minutes and act before the next client touchpoint.