Client Info NOTES Easier Access
T
Traci Swindle
We utilize this section as a wiki to store information and updates about our clients. It would be helpful if there was a button to access this from either the Client list or the Close page. Both would be amazing!
Currently the few clicks it takes to get to the Notes means it goes under utilized.
C
Chet King
Also allow the MCP server to access all Client Properties, Notes, and Details
- Currently it is really clunky to search through and review these items
- Ping can push data to notes, but it's hard to search and impossible to summarize in Double
- Allow Double to be a true client data CRM that can be summarized an retrieved by Claude, ChatGPT, or any other AI with MCP Server access.
- Allow write access to these areas (definitely notes) so we don't need to rely on Ping for that.
Related request:
- https://doublehq.canny.io/feature-requests/p/mcp-server-access-to-client-properties-notes-and-details