Notes in Community Suite
Is there a way to pin notes to the top of the screen? When looking up a fund the notes seem to get lost at the bottom. If they were on the top right, below Fund Advisor then when opening a Fund in Community Suite you would see them.
6
votes
Lisa Maitland
shared this idea
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Lorna Sandberg commented
And maybe in addition, an automatic pop-up when opening a record - an alert of sorts. Something we could self-populate for our own purposes - eg: individual is deceased, Please contact [staff member] prior to contacting. Do not contact ....