Unified Notes Across Dashboards

module payroll, enrollment, leads, data dashboards access level all users (visibility depends on dashboard access) 📓 unified notes – overview & functionality the unified notes feature provides a centralized, streamlined way to view, pin, and manage notes across all dashboards in januscrm this ensures users can quickly track important client information without needing to switch between dashboards 🔍 key features 1\ unified department notes all notes tied to the selected department display in one consolidated list enhances visibility and eliminates the need to cross check multiple dashboards 2\ pinned notes by default all pinned notes now display first at the top of each notes section pinned notes are shown in the order they were received this ensures high priority or frequently referenced notes are always visible without additional filtering 3\ global pinned tab a dedicated all pinned tab displays pinned notes from every dashboard for a client provides a single source of truth for all critical updates automatically aggregates pinned notes from payroll, enrollment, data, and other dashboards 4\ dashboard specific notes each dashboard (payroll, enrollment, data, etc ) retains its own notes section notes added in these sections can be pinned locally and will automatically sync to the global pinned tab users can still view non pinned notes in chronological order after the pinned section 5\ ui enhancements data dashboard layouts expanded to improve readability cleaner design with reduced visual clutter improved navigation when switching between pinned, global, and dashboard specific notes ⚠️ important pinned notes always display first by default if a note is unpinned, it will return to its original chronological position notifications and activity logs continue to capture when notes are created, pinned/unpinned, or edited for full transparency 📽️ visual previews payroll dashboard data dashboard enrollments dashboard leads dashboard please note when the notes section is opened, users can still scroll through the lead card and make changes however, any content directly behind the notes panel will not be accessible until the panel is closed ⚠️ important notes unified notes are visible only to users with access to the respective dashboards pinned notes created in one department will appear in the global pinned tab but may not be editable by other departments, depending on permissions this update does not change existing note history — all past notes remain intact ✅ benefits faster access to client context across dashboards consistent experience for all teams reduces duplicated effort and missed updates 📖 related articles payroll dashboard overview enrollment dashboard overview data dashboard overview