Ideas & Enhancements

create the ability to add a 'tag' to notes, just like we can with documents for all the same reasons

adding a tag to a document is a great feature but is not available in notes; this feature would be equally beneficial in notes to allow the ability to sort/find on a second level w/o changing the topic or crudely having to include a "key phrase" in the note to sort and find particular notes of a specific character; in my practice, as we get "brain storm" ideas, we don't want to interrupt others with a chat, email, message, etc, but need to immediately "capture" that thought and file it where it can be discussed at our next case meeting; we use "cwc" for case work conference, if "cwc" was an available tag, then the idea could go into a note, tagged with 'cwc', and then at the next meeting all 'cwc' notes are immediately available, and after that note/idea is discussed, the tag is removed, so that any remaining or future ideas/concepts are left for future meetings... this could be used in many helpful ways, thanks

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  • Sep 20 2024
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