Notes: Collapse list to show most recent with ability to show all
Notes - many of our profiles have pages and pages of notes because currently each note is shown in it's entirety. I was wondering if we could only show the first 5 (?) lines of a note on the profile. Then have the option to click on a "show more" button or click on the note itself to get the full note to appear. This would allow for an 'at a glance' option to find the note we need to view.
Melanie Jones
shared this idea
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Eyerusalem Gehringer
commented
This would be really helpful, we have a lot of notes imported from our old CRM and continue to add notes now so some profiles and funds have a very long list of notes and it can be a lot of scrolling. It is especially challenging when emails are saved because there is a lot of empty space and signatures etc.
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Marty Bongfeldt
commented
We would like to see the body of the note have a "collapse" feature - so that long notes do not make it difficult to scan all notes in that profile. If you allowed for the first 50-100 characters to show, then had a collapse feature (such as a "more" button or an "expand/collapse" button) then the entire string of notes would be a uniform size with enough "preview" visible to understand the gist of the note and its content.
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Milika Miller
commented
It would also be nice to categorize the notes in some manner. So you can find the appropriate note quicker
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Marsha Strauss
commented
And can I say, Skye, you and the team are rocking getting on ideas - I see this one was proposed in 2020 and you're moving on it!
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Marsha Strauss
commented
I came to idea lab to ask something pretty similar - I don't need to see "sticky", "no rollup", etc on a note, I just want to see the note if I need to check it. The presenting circumstance is a note I set to tell me when I put a check in the mail. See attached. I guess this concept could be a whole new idea -add check field to indicate mailed. :-)
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Michele McKinney
commented
Agreed with shrinking the screen view, instead of working vertically, go horizontal across the top with the ID, Sticky, NoRollup, When, Who and then one line showing of the note with a show more.
