It would be great to be able to create notes in a workflow design with Smart Tags. They would be another task type and could create a note like the system creates and email or SMS
Yes! I like this. Did you know that you can add a note in the global Client Portal Settings and that will make it appear everytime you launch a transaction? This doesn’t resolve your request for smart tags, but you can make a little plain text checklist that will then appear in your transactions at launch.
It will initially show the note on the client portal, but you can click edit once you have launched the transaction to make it to where the note won’t show on the portal if it’s just for internal info.
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Adrian Thomas
Jul 28
Yes! I like this. Did you know that you can add a note in the global Client Portal Settings and that will make it appear everytime you launch a transaction? This doesn’t resolve your request for smart tags, but you can make a little plain text checklist that will then appear in your transactions at launch.
It will initially show the note on the client portal, but you can click edit once you have launched the transaction to make it to where the note won’t show on the portal if it’s just for internal info.