3 results found

1. Improve Notes to allow tagging people and threaded conversations

   The Notes feature is widely used throughout the system for various purposes, including recording ad hoc information, providing clarification, and facilitating internal communication. Each of these actions are done without modifying the original record.

   Notes can also serve as an audit trail, used for reminders, comments, and instructions.

   When notes are used as a communication tool, there are several limitations:

   • Notes are presented in a linear format with no option to reply to specific entries, which can make conversations difficult to follow.

   • There is no way to tag users that you want to assign actions to, and no easy way to notify those people that something requires their attention.

   Can we look at enhancing notes in the following ways:

   • User Tagging in Notes
     Introduce the ability to tag users within notes to notify the user of important updates or required actions. This feature will include role-based permissions to control who can tag others and determine visibility for tagging. Replying to a note from an internal staff will auto tag the internal staff.

   • Threaded Replies
     Add support for replying to individual notes, enabling threaded conversations and more structured discussions within a note thread.

   • Consistent User Interface
     Standardize the notes interface across all clients to ensure a unified and intuitive user experience. Allow us to eliminate some layout options as well as improve the layout and mobile experience.

   The Notes feature is widely used throughout the system for various purposes, including recording ad hoc information, providing clarification, and facilitating internal communication. Each of these actions are done without modifying the original record.

   Notes can also serve as an audit trail, used for reminders, comments, and instructions.

   When notes are used as a communication tool, there are several limitations:

   • Notes are presented in a linear format with no option to reply to specific entries, which can make conversations difficult to follow.

   • There is no way to tag users that you want to assign actions to, and no easy way… more

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   Implemented  ·  3 comments  ·  Communication  ·  Delete…  ·  Admin →

2. Add back pop-out functionality for emails

   Prior to the most recent update, you could pop-out the email editor which was extremely helpful if you needed to reference information in the application while editing/drafting the email. This functionality seems to have disappeared and now you can only draft an email in a modal window.

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   0 comments  ·  Communication  ·  Delete…  ·  Admin →
   Implemented  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Delivered in the October release

3. ability to separate linked UTAs on the left hand side menu

   Goal
   Goal ability to separate linked UTAs on the left hand side menu (see 1.png).

   Current state
   At the moment linked UTAs are enabled using standard fields visibility. (2.png)

   This is working as expected from the technical perspective (as UTAs they are grouped by the provider type). (3.png)

   From the business perspective it often doesn’t make sense as those groups consist of mixed content e.g. Funding, Meetings or Budgets, Calls.

   Proposed solution
   We need ability to separate those groups.

   I think we should have the toggle to do it just like on the Activity List standard field. (4.png)

   And on the activity itself. (5.png)

   This would be great if we could just replicate this functionality.

   Goal
   Goal ability to separate linked UTAs on the left hand side menu (see 1.png).

   Current state
   At the moment linked UTAs are enabled using standard fields visibility. (2.png)

   This is working as expected from the technical perspective (as UTAs they are grouped by the provider type). (3.png)

   From the business perspective it often doesn’t make sense as those groups consist of mixed content e.g. Funding, Meetings or Budgets, Calls.

   Proposed solution
   We need ability to separate those groups.

   I think we should have the toggle to do it just like on the Activity List standard field. (4.png)

   And on… more

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Implemented  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   This is available today.