Type in your suggestion - new feature or improvement idea

Date/time stamping for member internal notes.

Hi, Good morning!

There are always multiple opportunities to create internal notes on a members account, following contact or interaction with a member - just as you might do with CRM and contact management software.

These notes relate directly to the members account, including contact and support provided to the member. It is extremely important to have an internal notes section that includes simple time-stamping, display and tracking abilities. The current implementation of lumping them all together into a memo field has been cumbersome and time-consuming to manage. The ability to keep and track effective notes is essential to any membership organization. Otherwise, it must be done offline in another application - which is what we are doing today.

The link below is a very simple mock-up of our suggestion.

http://waproca.org/resources/Pictures/internalnotes.jpg

Please consider this a request for enhancement and update to your fantastic software, in order to improve communication tracking and internal notes regarding our members.

Thank you,
Tim

5 votes
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service
    Signed in as (Sign out)

    We’ll send you updates on this idea

    TimTim shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    7 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      Submitting...

      Feedback and Knowledge Base

      Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7