Notes Enhancements
We've made several improvements to the way Notes work in Folio this release. These improvements include:
- Attachments in Notes: You can now add attachments to a Note.
- Note Types: We have added Note Types so you can categorise your Notes into specific types such as Meeting, Email etc. For more information on setting up Note Types click here.
- Consolidate Notes between Folios and Entities: Notes made on a Folio that have an Entity attached to them will also appear on that Entity's Notes tab.
- Filter Entity Notes: Entities have had a Notes tab added to them. This page can be filtered to only show you the notes you want:
- @mentions in Notes: When making a note on a Folio you can now use an @mention to send a notification to a user with a copy of the note. For more information on using @mentions click here.
For more information on creating Notes in Folio click here.
Preview and Resize Reports
When running a report in Folio you can now get a preview before exporting the report. We have also added the ability for you to resize the columns in PDF reports when previewing to make it easier for you to present the data the way you want:
For more information on previewing and resizing reports click here.
Better options for sending a Checklists back a stage
When answering a Checklist Review we have made it easier to send the Checklist back to the previous stage:
We have also added a notification when sending a checklist back that goes to the person responsible for that stage. For more information on this process click here.
Ability to restrict a checklist from moving forward to the next review stage.
We have added another new feature to Checklists where you can stop a Checklist from moving to the next stage depending on some of the responses given in the current stage:
For more information on setting this up click here.