Hello, I have a suggestion for the Notes section. Maybe allow a "pin to top" option. So if you need to make an important note regarding the account you can have it pinned to the very top of the note section so whoever is working can quickly see an important message.
I know you have the red notes option at the main page of a tenants account. But that is sometimes used to keep special notes attached to.
Just a thought.
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Comments
I-43 Storage
Great ideas!
I am ALL for this!
It would be great to have a way (from the collections/call past dues screen) to place or pop up a big highlighted important note... like "DO NOT CALL UNTIL LAST DAY OF GRACE PERIOD" rather then having to go into each account every time.
Even knowing that you should go into each account, it would be nice to flag certain accounts that require special treatment or handling.
Would save a lot of time and help with customer svc. issues.
An option to have a pop up alert is great, also being able to select which screen you want it to pop up on....ex: payment, Tenant Info, Notes.....one, two, three or all locations........
In the meantime, James our Corporate Trainer has recorded a brand new training video on Notes that might be helpful. It's very short and presents a quick overview on the different types on Notes in SiteLink and how they work. Check it out:
Watch SiteLink Notes training video.
Oh, and I agree on the original post comment too, lol!
I-43 Storage
I try to check but it is not always possible.