10 results found
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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 -
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
15 votes -
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
9 votes -
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 -
2 votes
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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 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 -
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
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