Client Card Notes
Is there any way to flag a note on a client as important? Or flag it so it always shows as the first note?
Trying to find a way to put the most important info about a client in a note that is easily accessible by all staff and not buried in all the other notes. It is information that will be updated so adding a document is not a good alternative.
Thanks fo any help!
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Thanks for your postEllen! While there is not a native feature for this currently, there is a request for this feature in our feedback center, I have added you to it so that you stay updated on its progress.
If any other Thryv users have found a creative solution for this, let Ellen know in a comment!0
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