make it so that we color code our notes in each costumers profile.
Even the use of one extra color would be great. I have weekly calls with my clients and I use the notes section to write new notes during each call. I would love to be able to highlight some notes so that I can quickly scan and see certain past notes that I have left. Right now my only way to do this is by using CAPS!
This is an interesting feedback. If we allowed different color codes, how would you use the colors?
If you could help give us some practical use cases of your daily use, that would really help us flesh this out.
That sounds like it would be quite helpful. I actually stopped using the notes feature months ago because I found it too difficult to go back and find specific info. I've been using my own form for taking notes during check-ins and consults. Would we be able to control the order in which the notes are displayed? If so that would be awesome. For example if a client has an injury I could always keep that note at the top.