Given the new update (5/2 or 5/3 2023) where the Notes/Comments section was changed from viewing the most recent note at the bottom to now the newest note at the top; I think it would be useful to be able to sort notes by date and time in ascendin...
I could be wrong, but I believe that before the May 3 notes update, when you viewed the notes page it would list all case notes but also where they originated from within the case, this was helpful because notes didn't require as much detail to be...
It would be useful to have the ability to track internal note history; ex. if the internal note was deleted, it would be great to be able to click "detailed history" and see when and who deleted that note. (like the detailed history on the goods a...
As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...
Users would like the option to control internal notes visibility when using Passare in the arrangement meeting. This is useful so that the FD can share his/her screen when arranging, but the internal notes will not be displayed. Ideally, this woul...
Jessie Goggans
about 1 year ago
in Case Management / Notes
0
Future consideration
It would be useful to be able to respond to, edit, and delete notes. If my assistant completes a task I tagged her in, it would be great if she could make note of it.
0
Gathering interest
0
Future consideration
