We have a scholarship lunch and needed to add notes to each registrant/participant. The Development Officer over scholarships wants to see the notes in NXT but they do not show and are not available as an additional column. Now I have to duplicate my efforts and add the notes as Actions. Silly to do all this work twice!
We have now shipped the ability to add/edit/delete a participant summary note from the participant record in Webview. You can also choose to include a new column for the participant summary that will include note details on the participant list, where it can be viewed or exported. Check out the What's New later today for more details!
We've started work on this Idea and plan to release later this quarter! Keep an eye out for your What's New announcements for this feature!
Thanks,
Samantha McGuin
Principal Product Manager