Viewing all notes for a Household profile and any members
It would be great if we had the option to view all notes for a household and any member profiles in one location. We can make a custom report for this but it involves using a filter. It would be easier for all users if there was an option to view all notes while on the Household profile.
20
votes
Bryant Phillips
shared this idea
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Nadia Spock
commented
It would be great if notes made on an individual's profile would also roll up to their household profile. It's easy to miss an important note if it was made on an individual profile and doesn't carry over. Thank you!!