Please add a second note box to the Persona page that is not connected to a sticky note.

We create a sticky note with a BIO of the constituent that we can easily read when we pull up each account.  We would like another separate box to put additional key notes in on the Persona page.  The Journal is filled with too many other items, donations, contacts, etc., and becomes to cumbersome to find KEY notes.

  • Guest
  • Apr 24 2018
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  • Janette Layton commented
    April 06, 2023 21:56

    I would suggest having that bio info in a section under defined fields. That leaves the note available for more urgent things (like DO NOT CALL), etc., and gives more room for details on the bio. Easy to switch to before contacting.