Customize or Filter the Notes on the Contact Main Page
It would be very helpful to be able to filter how we are viewing the notes on the main contacts page so we could choose if we wanted the notes to be displayed or the activity. Currently you are only able to see the activity and the notes all combined in that section. We would preferer to filter out the activities and only have the advisor notes displayed. Our firm relies heavily on the notes as a point of reference so being able to push out the activities update in that section would be great. Thank you
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