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