10 results found
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Client notes
Being able to have notes attached to client rather than cases
Give option to Make Tasks & Notes visible across all customer record and not specifically just 1 case
10 votes -
Tasks have no option to add any auditable subsequent notes. Please add a feature where we can update the task with notes
When a task is made you can only 'Edit' the existing description and not add any new task notes. Please add the feature to add new notes so we have an audit trail of what was done for the case, at what time & date and by which user.
This will give us a much better record to refer to if needed when speaking client our clients or if needing to refer back to conversations with lenders etc.
1 vote -
Increase character limit for the notes
Sometimes we have to copy and paste a large amount of text, having a large character limit woudl help this please!
5 votes -
reverting the most recent update , of changing the notes button to a tick and into tasks. rather than it saying notes& into the notes sectio
notes is better and more relevant
2 votes -
Emails from Valuation & Offer / Update Emails are not showing in Notes
When you change the status of an application to 'Post Offer' a box appears as an email update to the client, which is pre-populated. We have the option to change this text and send the email. However, the body of the email does not show in the Notes - all is states is 'Email sent to XXXXXX on (04/04/2024) at (11:35)' which means we have to copy and paste the email sent from 365 into 365.
2 votes -
Notes Section
Separate notes into each section of the fact find. That way it is easier to find relevant notes and easier when doing SRs.
Sesame1 vote -
Notes to remind you to save , if not saved.
When you type a note in the notes section it does not give you a reminder that you have not saved it? As happens on other parts of the system. Would be useful.
2 votes -
Search notes
It would be really helpful to be able to search the notes for key words rather than having to try and read everything to find a piece of information
16 votes -
Important notes
Allow for an important notes section that is shown on the summary page
46 votes -
Identify who the note is for: client, solicitor, lender without having to scroll through the whole list
It's time consuming identifying case notes having to scroll through them all to find a previous case note.
17 votes
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