Shannon
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31 votes
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An error occurred while saving the comment Shannon
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331 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Shannon
commented
We use the Timeline often for a quick glance at the notes or actions made. Currently, the only way we can see if a comment has been made on a note is the # next to "Comments" has changed. However, we are unable to read the comments unless we open the Notes Page. Is there any way to make the Comments visible in the Client's Timeline or - at least - give the option of making the comments on a note visible?
Shannon
supported this idea
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An error occurred while saving the comment Shannon
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All Comments are important on Notes but they are not visible in the TimeLine - only when you go to the "Notes" page. Many Comments also contain corrections to notes entered as well. THIS IS IMPORTANT as informatoin is often MISSED because the FULL Note is Not immediately Visible!
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56 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Shannon
supported this idea
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We used to use the Detail Report for each client for our Meetings for a variety of tasks. It was convenient as it had everything in one place! It was also convenient to print these reports for several Clients from the Search page via "Bulk Actions". Now, it takes 10 times longer as we have to go into each contact page to print a Personal Profile Form. Customizing a report through Excel is simply inefficient and a waste. Please add the "Personal Profile Form" to the Bulk Actions!!