megan.bishop7's avatar
megan.bishop7
Curious Observer
4 months ago
Solved

Sticky Notes

Are you able to have the sticky notes opened each time you go into client's portfolio?

 

xplan
  • courtney.youngblutt's avatar
    courtney.youngblutt
    4 months ago

    Hi Megan, unfortunately not. Sticky notes by design are built to be unobtrusive. You could try a combination of using a noticeable colour along with the warning image and ensuring it is placed in a prominent spot.

  • courtney.youngblutt's avatar
    courtney.youngblutt
    Icon for Iress Contributor rankIress Contributor
    4 months ago

    Hi Megan, unfortunately not. Sticky notes by design are built to be unobtrusive. You could try a combination of using a noticeable colour along with the warning image and ensuring it is placed in a prominent spot.

Recent Discussions

Related Content

Let's talk file notes.

Completing file notes is never high on an adviser's 'like-to-do list'.  They're a time-consuming task, often taking the better part of an hour each time.  BUT - they are a necessary evil.   I'd lov...
Tamara.MoreyDiscussions