Notification Bubble for Notes Added to Transactions
There should be notification of there being a note in a transaction, so we know to open the notes tab
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Linda Anderson
commented
It is way too easy to miss notes when processing commissions. Without a red indicator you have to get into the habit of clicking the tab. It wastes time to click the note tab only to find out there is no note.
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Michael O'Brien
commented
There is no indication that a note exists in a transaction, you have to click the tab to view the notes. In the compliance/documents interface, there is a red dot on the "Add comment" button whenever there is a new comment you haven't seen. It would be nice to have the same red dot on the notes tab in Transactions.
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Kari Bowen
commented
I think this is a wonderful idea! I have missed important details regarding a transaction due to not checking the notes tab, since it's not at the fore front of my mind.
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Sydney Sipes
commented
This would be huge! Sometimes I forget to check the notes tab. Out of sight, out of mind, I guess...which has caused me to have to redo DAs because the agent had a note that I didn't catch. Either moving notes so they are on the same screen or having a notification icon would be helpful!