Notes stamp: date/time/user | Voters

Notes stamp: date/time/user

complete

Angie Coombs

It would be beneficial if the system would show, especially to admin, who typed notes for member(s). Not everyone includes their information when they note something on an account, then it's just a guess.

December 20, 2023

Greg Love

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complete

Greg Love

Ok, so this feature is out and live. Anyone can make notes and view notes and it will leave a time stamp. Only Admins can go in and edit or delete notes while it still leaves a timestamp on which admin and what time edited the notes. But non admins cannot remove notes if this is checked. They can only add new notes.

David Donnellan

Greg Love What is the difference between site admin. and system admin.? What privileges go with each? Does this feature apply to patron notes only, or reservation notes as well?

Kristen DaviBatya

Greg Love RE: "if this is checked". I've logged out and signed back in to see if a check box appears in the notes section of a patrons account, but there is nothing. Where do we "check" the box that would prevent non admins from removing notes? Also, ditto on all of David Donnellan's questions. Thanks

Greg Love

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under review

Shannon Backstrom

Also, so that the notes can't be altered. So automatic date/time stamp, user name and then the note listed. Ability to search within the notes by keyword. And be able to sort by date.

Kristen DaviBatya

Yes, this would be a great option. One of our biggest issues is with reservation changes as well.

David Donnellan

Similar to how receipts indicate who processed the transaction, it would be nice if Sportsman tracked what operator made changes to something. For us, the biggest issue is with reservations. It would be helpful to know who changed what and when.