Request for Company and Contact monetary value activity tracking through Notes
Currently, in Fluent CRM, the 'Notes & Activities' 'Create a note' function allows you to use the 'Type' dropdown to track if a 'Company' or 'Contact' has contributed monetary value through the 'Quote', 'Invoice' and 'Transaction' options.
It would be useful that if one of the 'Quote', 'Invoice' or 'Transaction' options are selected from the 'Type' dropdown, that a numeric field of 'Value' is then displayed that allows you to enter how much $$ the 'Quote', 'Invoice' or 'Transaction' is worth.
Then if within the 'Company Summary' and 'Contact Profile Header', if there are summary fields of total monetary value that is associated with 'Quote: Sent', 'Quote: Accepted', 'Quote: Refused', 'Invoice: Sent', 'Invoice: Part Paid', 'Invoice: Paid', 'Invoice Refunded' or 'Transaction'.
From a non-profit point of view, this would allow me to track my major donors, or high-value partners. If this could be linked to Automation as well, so that if a 'Company' has a Monetary value of 'Invoice: Paid' over $X value as a trigger, that'd be amazing.
