easily access notes related to user
There is no where to easily see all notes that are related to each user. I recently called in and was told about the reports by contact and then by user and date range. However it would be far simpler to be able to click on the notes tab from the today page and see any notes related to myself. Our advisor uses notes frequently after meeting with a client to direct us on how to proceed with their accounts. Having to open each note individually from email or run the report every day is tedious. Is there a way to add this feature? It would save time and make life much easier. Thank you for your consideration!