Notes: collapse and expand
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.
3
votes
Marty Bongfeldt
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.