AppColl Logo
    • Register
    • Login
    • Search
    • Recent
    • Tags
    • Popular
    • Groups

    Pop-Up (Flagged) Notes

    Product Requests
    3
    7
    23
    Loading More Posts
    • Oldest to Newest
    • Newest to Oldest
    • Most Votes
    Reply
    • Reply as topic
    Log in to reply
    This topic has been deleted. Only users with topic management privileges can see it.
    • T
      TarC6989 last edited by

      Would it be possible to add a checkbox next to the Notes field that, when checked, will cause a window to pop up displaying the notes when that matter is first opened, so that the notes can be viewed immediately?

      The Notes field is buried far down in the GUI, so it's not always obvious that there's a note to the file. The only issue I can see is that if there are a lot of notes, the window may become overcrowded, and then the importance of one note might be lost, due to the single text box. In that case, maybe just a warning pop-up that there are Notes that need review?

      1 Reply Last reply Reply Quote 2
      • ChristianS9906
        ChristianS9906 last edited by

        The transient task solution wouldn't really do much--just email the recipients once when the note is updated. Fast forward a month later, and nobody will remember that they received that email, and might miss whatever is important.

        Your pop-up slap-to-the-face approach would be much more effective at getting a user's attention.

        1 Reply Last reply Reply Quote 1
        • T
          TarC6989 @ChristianS9906 last edited by

          @ChristianS9906 That's what I was thinking! I used to use Patricia by Patrix and there was a "add popup" checkbox next to the note(s) where we could decide if we wanted to smack folks in the face with the note, especially for special handling or for high importance notes. Again, checking a box is also a lot more straightforward than creating a special task.

          1 Reply Last reply Reply Quote 1
          • ChristianS9906
            ChristianS9906 @GreggH8509 last edited by

            @GreggH8509 I think Tar's original idea would provide usefulness beyond what the transient task approach would. For example, it might be that a particular matter has certain sensitivities, e.g., requires special handling (perhaps due to a licensee's requirements, litigation considerations, etc.), and having it so that there was a pop-up that came up if you ever brought that matter's matter details up could put it front-and-center to the user that there is something important about the case....

            To that end, it might also be useful to have a "private notes" field for both tasks and matters (like exists for Contact records) that could be used to store such info. "Notes" could be used to store more verbose info, e.g., text from client emails, etc., whereas "Private Notes" could be used to store more concise info, e.g., "MATTER SUBJECT TO LITIGATION HOLD" or "CLIENT MUST PREPAY" that could be popped up in the pop-up that Tar mentions.

            T 1 Reply Last reply Reply Quote 2
            • T
              TarC6989 @GreggH8509 last edited by

              @GreggH8509 Oh, that's a good idea. A checkbox would be easier from a UX experience, but it's not out of the ordinary and not too much extra effort to make the transient event task. Thank you!

              1 Reply Last reply Reply Quote 0
              • T
                TarC6989 last edited by

                This post is deleted!
                1 Reply Last reply Reply Quote 0
                • G
                  GreggH8509 last edited by

                  We thought about this and here's what we propose.

                  You could add a "transient event" task type that triggers whenever the Notes field changes for a matter. This task could include an email notification that shows the entire notes field in the email.

                  Thank you.

                  T ChristianS9906 2 Replies Last reply Reply Quote 0
                  • 1 / 1
                  • First post
                    Last post

                  0
                  Online

                  250
                  Users

                  219
                  Topics

                  531
                  Posts