Forum Discussion

megan.bishop7

Curious Observer

8 days ago

Sticky Notes

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

xplan

courtney.youngblutt

Iress Contributor

8 days 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.

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Forum Discussion

Sticky Notes

Let's talk file notes.

All your file note questions, answered

AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!

Are all the advisers in your practice on the same page?