Sticky Notes

Client notes have long been a feature of JCS. They can be linked to clients or specific cases, you can have as many as you like and, for many users, are an invaluable tool for recording notes from meetings, to-do lists, or general reminders.

The Notes window is easily accessed but sometimes you need something much more visible, which cannot be missed. Several users have requested a way to make reminders appear in JCS. This might be a simple check list that can stay on screen as you work, or a big bold red flag which shouts something you absolutely must not forget, such as essential policy reviews or sensitive client issues.

Sticky Notes provide a way of doing just that. Any standard Client/Case Note can be converted into a Sticky Note. You’ll see they’ve been inspired by Windows Sticky Notes, but in JCS these handy reminders will pop up just when you need them – either when the client’s Fact Find, or a particular policy page is opened. They’ll then remain on your screen, unmissable, until the policy page or client is closed.