Notes UX/UI Redesign

The Notes experience in Member Admin is getting a meaningful upgrade with a cleaner layout, a smarter editor, and filtering and search tools that make it easier to find what you need across a member's note history.

What's Changing

Modernized Layout and Flyout Editor

The new editor opens as a flyout from the right side of the screen, keeping the member record in view while you write. Formatting options are practical and uncluttered: bold, italics, strikethrough, numbered lists, bullet lists, H3 headings, and blockquote.

Filter by Author, Date, or Text Search

Three ways to cut through a long note history: the search bar queries note body text directly; the author filter is scoped to people who've written on that record; and the date filter offers five preset ranges (Any time, last 7 days, 30 days, 90 days, and 12 months).

Why It Matters

• Less time hunting, more time acting—Finding a specific note used to mean scrolling and visually searching, but now the process is much easier with new ways to quickly find what you're looking for.

• Cleaner documentation for reporting—A searchable, filterable note history makes it easier to pull meaningful context for updates or member handoffs.

• Multi-staff accounts finally make sense—The author filter changes how teams with multiple staff touching a record collaborate and audit activity.

The Notes redesign turns one of the quieter corners of Member Admin into a tool that earns its real estate.