Add a Notes/Comments box to the Financial Dashboard
Date
Votes
3 comments
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Adam Sentz I'd recommend adding notes to the Activity Feed and setting visibility options to make them available only to the appropriate financial roles.
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Kim Huizinga It would be very helpful to have a place to make notes on the financial dashboard
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Carolyn Engstrom A financial dashboard would be helpful vs looking through the entire activity feed. Especially for those admins with dual roles.
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