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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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.
