Got this request from our members as well.

"@Arlene_Moss - So you can edit someone’s comment, but that doesn’t lend itself to any sort of conversation with multiple team members. Other great feature in ____ is a checkbox that allows you to notify others as soon as the reply is left.

So take the below for instance. My teammate Christina left a note, and Derek and I both replied to that (and received alerts when we did so), which we couldn’t have done in hubly."

Additional comments from a conversation with Nick Raught:

His firm would like the ability to see recent comments or notes, without having to go in and click on each Client Card. Examples of the types of comments/notes would include important updates and general information like "a client had a fraud alert" or "they just had their first grandchild."