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Does anyone have a policy for using the Notes Tab that they could share? We realized that, when pulling a Constituent Profile Report, it is impossible to sort the notes in the profile, so the dates and note types come out in a seemily random fashion. This is a problem because it is potentially confusing to our volunteer solicitors with whom we are sharing the profiles.
One idea that has come up is to have only one notepad entry for each Note Type. For example, if we have a note type of "Contact Report," we would add new notes to that one notepad each time new contact notes need to be added.
Any thoughts or suggestions??