date of notes
This has been truly the most frustrating part of this program. I assist 3 advisors and they each have multiple client meetings a day. I am not always able to get all the notes in on that day. If I were able to put them in by selecting the date they actually happen and it put it in order for me that would be SOOOOO helpful. Currently I have gotten more behind on my data entry and feel overwhelmed knowing I will have to search my email for all the notes related to that client file and put them in in order instead of just being able to put them in in any order by date and they automatically get put into chronological order. Please please please let us choose the date of the note and on the backend you can keep a record of actual date of entry. But on the view side we should be able to see the notes in order by date it took place not the date it was entered.