Display the name of the team member who entered the note on the dashboard
J
Jim Reynolds
I appreciate the addition of Internal Notes to the dashboard page. However, I believe it would be more useful if the name of the team member who entered each note was also displayed on the dashboard. Currently, the date the note was entered or edited is displayed, but not the name of the person who entered it. While it's possible to click on each note to see the name, having this information readily available on the overall visual display would be more convenient. This feature was available on the old Internal Notes page and I would like to see it reinstated.
K
Keenan Jones
Hiya Jim Reynolds, thanks for sharing with us! Following up on this:
- Can you provide more details on how you would like the team member's name to be displayed on the dashboard?
- How often do you refer to the team member's name when reviewing notes?
- Would you find it useful to have any other information about the team member displayed along with their name?
J
Jim Reynolds
Add the name of the person who entered the note to the left (i.e. the beginning) of the note. It is often very helpful when scrolling through the notes.
Better still, add the old "Internal Notes" tab back to the application. You can keep the new widget on the main page also. But since you still have the tab displayed on the main page (although not active) you can activate it - put it back. This way, we can see more notes at one time.
