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Status Implemented
Workspace ClosingVue
Categories New Features
Created by Guest
Created on Feb 6, 2020

RELATED IDEAS

Notes on Rolodex Screen

If we could add notes to the rolodex screen so that if we need to remember something about a realtor, lender, association, it would be easy to see.

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4 MERGED

ADD A COMMENTS SECTION TO THE HOA SECTION OF THE ROLODEX

Merged
It would be very helpful to have a comments or notes section when entering an HOA contact in the Rolodex like the one you get when entering a Real Estate Company. We have collected a lot of information on our HOA'S over the years. It would be grea...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Implemented
4 MERGED

Add a Note section for each contact added in the Rolodex

Merged
When adding a new contact to the Rolodex, it would be very useful to be able to add some brief notes to the contact file. This option is not currently available. I understand that the Rolodex was not meant to be a contact management system, but it...
Guest over 3 years ago in ClosingVue / New Features 0 Implemented