Make relationship Notes/Comments visible from the contact card without clicking a link first.

We need a place to put important notes regarding how to interact with various people, and these notes need to be immediately and clearly visible.

If notes are added to a relationship, they need to be seen. If they're hidden behind a link, then people have to make the choice to see them - and that's one extra step.

This will be of benefit to teachers, dorm staff - anyone who has contact with parents or controls access to students.

  • Petra Hall
  • Nov 7 2018
K-12 Core / Data
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  • Rick Geyer commented
    November 07, 2018 17:01

    I totally agree with your idea. This idea has been discussed for some time now. Here is a link to a thread of a similar idea: https://blackbaudk12.ideas.aha.io/ideas/K12CO-I-1566

    If you would like, please vote for this idea and leave your comment. While you idea and this one have a different approach, it is basically the same idea. We need a way to make it visible to our staff when there are relationship/custody flags that we all need to be aware of.

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