Problem

There is currently no way to flag critical account-level instructions for agency reps to see at a glance. Important information such as account disputes, payment arrangements, and special handling instructions gets buried in general notes and is easy to miss during client interactions.

Proposed Solution

Add a dedicated High Priority Notes section at the sub-account level that is manageable by Agency Admins and is visually distinct such as a pinned banner or alert indicator at the top of the account view so it is immediately visible to any rep accessing the account.

Use Cases

Active payment arrangements and due dates

Account ownership or access disputes

Special handling instructions such as restricting information sharing with specific individuals

Accounts requiring escalation before any changes are made

Expected Benefit

This would reduce the risk of reps missing critical account instructions, improving overall account security, compliance, and client experience across the agency.