I need beneficiaries, a coworker needs to schedule a review: Have a pending items box that pops up for each record. Something that pops up automatically when I first go into a record, and then I can dismiss it if it's not pertinent. That way if one of us calls a client to schedule a review we can also see that another staff member needs info on beneficiaries, etc. It would maybe just be a text box that pops up and can be easily changed and updated. It wouldn't be attached to a record action necessarily. Just an idea.