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Notes

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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...
Product Team almost 5 years ago in Case Management / Notes 1 Shipped

Add task title to Notes page when notes are placed on a checklist task.

When you add a note on a checklist task, there is not enough detail information on the main Notes page to tell you what the note is in reference to. Could we add the task title to the note so that it is more defined? See attached.
Julie Hofmann over 1 year ago in Case Management / Notes 0 Shipped

Keeping notes formatted the way I typed them

When I type out a note I typically enter down to created a new paragraph when beginning a new thought or subject within the same note. However, when I hit submit it lumps it all into one huge paragraph which makes it difficult to pick apart the di...
Guest almost 2 years ago in Case Management / Notes 0 Shipped

Tagging Self on Internal Note

Could there be a way to tag oneself on an internal note this way a notification can be sent to creator of note instantly.
Guest almost 2 years ago in Case Management / Notes 0 Shipped