Alerts on notes
Could an update be made to allow users to add note options? For example, it would be good to add "Communications" as one - eg, "See Steward" or "See Director", or "Planned Gift" etc.
3
votes

Could an update be made to allow users to add note options? For example, it would be good to add "Communications" as one - eg, "See Steward" or "See Director", or "Planned Gift" etc.