I have an admin account i am a Transaction Coordinator. I think it would be INCREDIBLY helpful to have just a plain notes section on either side of the checklist. Yes, we have checklist notes and we can make a note in the log, but those are things that we have to go physically look for. Having a note section, almost like a post it, where i can write notes that are helpful as a TC who works on 100's of files, if i can make notes of important dates, contingencies, reminders, referrals and ect. To have it right there when i open a file and i can see it, would be the best tool in the world for me and save loads of time.
Created By Christina Erickson
RequesterHey there,
I have an admin account i am a Transaction Coordinator. I think it would be INCREDIBLY helpful to have just a plain notes section on either side of the checklist. Yes, we have checklist notes and we can make a note in the log, but those are things that we have to go physically look for. Having a note section, almost like a post it, where i can write notes that are helpful as a TC who works on 100's of files, if i can make notes of important dates, contingencies, reminders, referrals and ect. To have it right there when i open a file and i can see it, would be the best tool in the world for me and save loads of time.
Thanks,
Christina Erickson
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