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Notes

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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...
Jessie Goggans 7 months ago in Case Management / Notes 0 Future consideration

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.
Guest 12 months ago in Case Management / Notes 0 Planned

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...
Joanna Gore over 2 years ago in Case Management / Notes 0 Planned

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 over 2 years ago in Case Management / Notes 1 Planned