Mvelopes Customer Ideas

Make Notes more Visible and Searchable

Please add notes support, as was present in MV4. Especially envelope-to-envelope transfers.

  • Guest
  • Sep 19 2020
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  • Elizabeth Horton commented
    22 Dec, 2020 06:16pm

    Wes I have to disagree that this feature exists. It exists for SOME kinds of transaction, but not all. When you put a note on say an envelope transfer you can in fact NOT see it again. Please show me a screenshot showing on an envelope transfer transaction how you can see the notes. I almost always put notes on those kinds of transaction, but in MV5 they are worthless cause I can't see them again. I just went into the edit function on one of my envelope transfer transactions from October (so after your post saying they could be seen) and not notes field even shows up. Can't see it at all!

  • Guest commented
    12 Dec, 2020 06:09am

    Wes, your two examples show how you can enter the notes. But as we all have said, you can never see the note again, especially an envelope to envelope transfer. Try editing one of those and show me the screen shot of how you can see the note. Notes that disappear into a black hole are worthless.

  • Wes Shelnutt commented
    2 Nov, 2020 03:46pm

    I'm changing the title of this request and marking it as Needs Review. Thanks for the feedback!

  • C H commented
    26 Sep, 2020 09:03pm

    Agreed with Guest and Elizabeth below. The notes field may be there, but once you type it, you can't search for it, you can't see it on reports or in the register view or for a transfer. basically, it is now worthless. I believe the original request was to bring back the functionality of the notes field. Allow us to search on it, see it in all reports, see it in the register view (even if an icon that tells you there is a note), and have it available/viewable for a transfer.

  • Elizabeth Horton commented
    24 Sep, 2020 09:41pm

    I 100% agree with the guest comment below. You can enter a note, but as far as I can tell you can never see it again which makes it totally pointless. Opening up the transfer does NOT show the note and this should not be marked as "Already exists". What is the point of making a note to yourself if you can't ever see it again? I just checked and did an envelope to envelope transfer with a note and then went to edit the transfer and I can't see the note

  • Guest commented
    21 Sep, 2020 11:41pm

    Notes deficiencies.

    1. Notes you entered do not appear in the envelope view as a column. You only see it if you open the transaction.

    2. For an envelope-to-envelope transfer, you can enter a note, but then you never see it again. Opening up the transfer does not show the note

  • Wes Shelnutt commented
    21 Sep, 2020 10:41pm

    This feature exists on both web and mobile. We do still need to make notes a searchable field, though. See that request here: https://finicity.aha.io/ideas/ideas/MV-I-700