Profile Notes
02-22-2021
We have given you the ability to change how the system displays the notes you keep on client/prospect profiles. With the new "Concise" view, notes are listed in table format, one on top another. This might be handy if you've accumulated a lot of notes and want to be able to see a lot of history all at once.
To change the appearance of your notes head over to settings and under the "Pages" tab you can toggle it from the original "Pretty" view or the new "Concise" view.
