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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 ...

Created 29 Apr 06:17pm by Joanna Gore

Case Management / Notes

0 Planned
2 Vote

Obituary Page - Internal Notes

From a Customer "On the Obituary page, there is no option to add page notes like the other pages in the workflow. Can we add it there? It would be very helpful if we could add page notes on the Obituary tab. This is where we would like to track wh...

Created 6 Jan 06:40pm by Guest

Case Management / Notes

0 Future consideration
2 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

0 Planned
2 Vote

Improve Tagging system

Improve upon the tagging system so that messages can be marked as urgent and "read" confirmation shows up so that the sender/other staff knows the tagged person got the message. Also, the ability to @ Departments in notes

Created 4 Feb 09:08pm by Product Team

Case Management / Notes

0 Future consideration