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Home/Forums/Support Forums/Feature Requests and Suggestions/All notes viewable Section

All notes viewable Section

Home › Forums › Support Forums › Feature Requests and Suggestions › All notes viewable Section

  • This topic has 2 replies, 2 voices, and was last updated 8 years, 8 months ago by Master Toby Milroy.
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    • January 14, 2017 at 3:53 PM #1031
      Anonymous
      Inactive

      One feature that would be really helpful is a section where we can see all the notes of the prospects and students.  Sometime all I need is a quick glance to find a little detail I need and I have to go one by one which is tedious.

    • January 16, 2017 at 11:46 PM #1041
      Master Toby Milroy
      Keymaster

      This is interesting.

      We have a feature on our roadmap for an “Activity” widget, that would show you a general summary of all the activity in the application. This might get you what you’re looking for…but to be clear, are you thinking a place to view notes from ‘all’ your students in one place, or all the notes for ‘1’ student in one place???

       

      Thanks!

       

    • February 2, 2017 at 5:54 PM #1066
      Master Toby Milroy
      Keymaster

      The new “Notes” enhancement is live!

      If you go to a Student record, and go to the ‘notes’ section (top right side of the profile page), click the ‘Group Action” menu, and you’ll see “View All Notes” as a new option!

      Here you’ll see a list of all their notes, with an excerpt.

      If it’s a LOOOOONG note, you can expand the excerpt and see it all!

      Let me know what you think….I’m pretty sure this solves it.

       

      Thanks!

       

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