Add notes to records the same way across every screen
Also listed as: Reusable notes module across screens
What is it?
Xelence will offer one notes feature that can be added to many screens, so staff record and read notes about a record in a consistent way.
Why does it matter?
When each screen handles notes differently, staff must learn several patterns, notes can be hard to find, and each new screen needs its own notes work.
A consistent notes experience for staff, and less effort for teams adding notes to new screens.
Getting it into your solution
- Needs an upgrade to the Xelence release
- Needs configuration
Start thinking about
- Which screens do your staff most often need to add notes to?
- Who should be allowed to see, edit or delete notes on sensitive records?
- Do your notes need to follow a records-retention policy?