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1. Viewing notes that others have left on your records

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   12 comments  ·  Feature Requests » Users / Privileges  ·  Delete…  ·  Admin →
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   Jacob OBrien supported this idea  ·  May 02, 2023
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   Jacob OBrien commented  ·  May 02, 2023  ·  Edit…  ·  Delete…

   This is essential for our office to have this feature of seeing others notes left so we can keep track of our client service between team members.

   We would love to have a feature that can toggle note transparency between team members to see what has been done.

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