Post it note pop up when on client
Please add a way to attach a post it note to the client record so when you open the client record the note pops up right away with out having to look through previous notes.
7
votes
Lynne
shared this idea
-
Kip Schwanke
commented
I agree, but expand that to allow any view to flag a post-it. For example, in Download files, let us tag a post it so we can say hings like "this is a test" or "save for 30 days"
Post it comments would also be priceless anywhere because so many field just have no place for explanation. An address might be old, or for statements only. A date of passing might be a guestimate, etc.
Probably not easy, but following Word, editing tool or Acrobat's comment features.
Thanks