November 2022 - Goal Notes, Tiles for Profile Boolean, Meeting Attendees
Goal (Roadmap) Notes
Create a Goal Note
Rather than track notes in a single static form, SuccessPro now allows for the tracking of multiple note records. This will function very similar to Opportunity Notes. Click on Add Note to create your first user roadmap note.
After the form pops up on the screen and you enter the notes, click Save.
Goal Notes may also be added below the Recommendations.
Editing Notes
Click the Edit icon
Reviewing Goal Notes
View the growing list of notes below the list of recommendations.
Recommendation Notes
Click on any recommendation and then click on Add Notes within the recommendation form.
Viewing Latest Notes
From the User Goals (Roadmaps) list, the latest note will always be displayed.
Toggle Recommendation Notes vs Details
Easily toggle between Details versus Notes.
Working with Notes (Goal, Recommendation, & Image)
View, Add, Edit, & Delete both Roadmap & Recommendation Notes. Recommendation Notes will display a hyperlink.
Notes Included with User Goal (Roadmap) Links
Advisors can also access Goal Notes from the Updater links as illustrated here:
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Images are included within Notes for Goals & Recommendations
Toggle to view only Notes or only Images
Include Latest Notes on Reports
Select Export Comments when Generating the report. The latest note will be included.
Meeting Tile Attendee Filter
Prior to this release, the Meeting tile experience was limited to only Meetings displayed where the user was owner of the meeting. Now, the option is available in the TileAdminScreens to allow Meetings to be displayed where Users are the Attendee.
From Admin > Tiles > Meeting config page, check the box Include Meetings For Attendees
Profile Boolean Tile
A best practice to use this new tile is around the user assessment experience.
From the Tile config, set the Colors, Icons, and Logic for when to show as True