Pop-Up Notes

The notes feature seems useless as it doesn't populate a reminder or email. It would be great if when we create a note for a family, the notes popped up when you open the account to remind you of any important details such as waiving a late fee or removing/applying fees or discounts at certain times.


As of right now, you have to actively go searching for the notes which seems like having a spreadsheet that you can check constantly.

  • Guest
  • Jul 28 2023
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  • Melissa Norwood commented
    24 Mar 17:33

    Please bring this back. We need a red-flag warning to be able to pop up on certain accounts that have strict no-info situations such as restraining orders, etc....