We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
Right now you can set notes to have pop-up notifications in Daily Sales and on Constituent Records. It would be nice to have these same pop-ups available in Advance Sales. We have used these notes to request staff to collect more/missing information for constituents.