NYFO Dashboard
Version 1.96

Add Note

(DO NOT USE this tab... Tech Admin ONLY).

Note History

Load notes that need review, or all recent notes. Click Review to open the Note Review tab.

Note Review

Select a note from Note History to see its details and AI-detected participants here.

Note Relationships

No note selected yet. Use Note HistoryNote ReviewReview Notes Relationship to load relationships for a specific note.

Contact Relationship Search v1.3

Enter Email or First & Last Name (both required for name search; * wildcard allowed).
Examples: Kar* + Nis*

— OR —
Tip: If using name, both fields must be filled. Use * for partials (e.g., Ann*).