Practice Manager - 'Sticky Note' on client home page
To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.
Kelsea Cowell
shared this idea
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Stacey Nitschke
commented
100% agree. A banner at the top of the client or a pop up screen that you have to click to close would be very helpful.
Most of our staff only look in the notes if they are actively looking for something.
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Aimee Greene
commented
Would be great to be able to select 'Pop Up' for any notes (client or job) so that when you either enter the client or enter the job, a note pops up "eg. CLIENT ON STOP CREDIT" so that it is in your face. Then, have the option to snooze the note or dismiss.
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Neil Kagan
commented
I suggest being able to create a list of things to do that can't be completed immediately. For eg include an amount of RFBA before finalising STP for the year or check a general ledger entry next week. This list could pop up when the client file is opened.
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Faida Mandozzi
commented
Apart from utilising the Notes function in client profiles, may I suggest a field be added for short term notes (not needed to be archived) to highlight an alert/instruction/warning for all staff when working on a particular client. As an example: do not lodge Tax returns for ABC until Paid.