For background on this new doc notes space, please read We want your feedback on document notes! - Iress Community
Our research showed that it can be a struggle to find notes easily because everyone has a different way of naming and filing, scrolling through a list of notes is not efficient, and it can be frustrating that each note has to be previewed/opened to see what's in the attachments.
To help address these problems, we're seeking feedback on the ability to view a list of attachments for a client, independent of the note. A lot of the time, the interest is in the attachments, not the document note, so listing the attachments would give you quicker access to what you're looking for. You'd be able to open an attachment preview and then click through to the next or previous one, replicating the concept of a paper file.
Would you use it?
We're interested in gathering your thoughts on this concept. We'd also like to hear how you think you may use it in your business.
Please respond to this post, or email me at firstname.lastname@example.org
We're looking forward to hearing from you!
This is a great idea Zita.
One improvement re: notes & attachments we would like to see:
While an attachment view that shows all attachments is useful, sometimes it's important to see the Note related to the attachment. The ability to see all attachments within a note, without clicking into it and navigating to the attachment tab, would improve the efficiency of the note screen.
This does sound like a good idea and we do have advisers that are still stuck to paper files so this might get closer to replicating that. As long as this is an extra option/area and doesn't replace what we already have, it would be a win.
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.