When we are in Books doing a billing action, we need the ability to add notes to CRM. We can see CRM notes in Books, but cannot add, edit.
Currently we can easily see CRM notes on the account we are viewing in Books, but we cannot easily add new notes. Currently we have to manually open CRM, copy and paste into CRM, click search, pick the correct contact, scroll down to notes, then add. So many steps that no one currently makes notes whenever in Books.