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1 Vote

Hide Internal Notes (Family View)

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...

Created 12 May 01:57pm by Jessie Goggans

Case Management / Notes

0 Gathering interest
9 Vote

Internal Notes

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...

Created 29 Apr 06:17pm by Joanna Gore

Case Management / Notes

0 Planned
1 Vote

Allow Responses, Edits, and Deletes to Notes

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.

Created 10 Dec 01:42am by Guest

Case Management / Notes

0 Planned
4 Vote

Ability to pin important Notes

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...

Created 3 Apr 03:23pm by Product Team

Case Management / Notes

1 Planned