/
Staff and Client Communication Notes

Staff and Client Communication Notes

Owned by sanchita.shinde (Unlicensed)
Last updated: Dec 10, 2020 by Dawn Mackey (Unlicensed)
1 min read

Users can now add notes to both staff and client profiles that other staff with permissions can view, as well as track them by dates. Read more below about how to use the notes feature

  1. Managing Staff Communication Notes

  2. Managing Client Communication Notes

 

Related content

Managing Staff Communication Notes
Managing Staff Communication Notes
Rethink BH Self-Help
More like this
Managing Client Communication Notes
Managing Client Communication Notes
Rethink BH Self-Help
More like this
Custom Client and Staff Fields
Custom Client and Staff Fields
Rethink BH Self-Help
Read with this
_Managing Client Communication Notes
_Managing Client Communication Notes
Rethink BH Self-Help
More like this
Client Settings within the Company Account
Client Settings within the Company Account
Rethink BH Self-Help
More like this
Rethink Staff Notes
Rethink Staff Notes
Rethink BH Self-Help
More like this