We use cookies to try and give you a better experience in Freshdesk.
You can learn more about what kind of cookies we use, why, and how from our Privacy policy. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk may not work properly if you disable cookies.
We’ll also assume you agree to the way we use cookies and are ok with it as described in our Privacy policy, unless you choose to disable them altogether through your browser.
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
0 Votes
0 Comments
Login or Sign up to post a comment