Ideas

Filtering note types

Instead of filtering note types one-by-one allow to choose what note types should be visible in the notes tab of a person panel.

Use case: a user sends a ton of mass mail to candidates and their notes tab gets awfully cluttered with these “email” note types. More advanced filtering allowing a user to choose what note types to see simultaneously with checkboxes instead of what we have currently would be beneficial to look through the notes that matter.

  • Guest
  • Oct 20 2023
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  • +3