Ideas & Enhancements

Neos - Notes - Add ability to Filter Note Topic Drop Down

Firm has many Note Topics.

Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes

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  • Guest
  • Dec 3 2020
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  • Guest commented
    May 26, 2021 14:17

    Yes absolutely!

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