Client notes
Being able to have notes attached to client rather than cases
Give option to Make Tasks & Notes visible across all customer record and not specifically just 1 case
10
votes
Kate Thacker
shared this idea
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Shaun White
commented
Give an option to make Tasks & Notes visible across customer records, not specific to the 1 case
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Joanne Ramsden commented
When we download a Factfind I would expect that we can also read the notes as part of this factfind , seems odd that it doesnt, and again we need to them make notes on separate file and duplicate our work
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Malcolm West
commented
Also include option whether to add to Fact Find and across different cases
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Daniel McMillen
commented
Add notes to a client as opposed to their specific case.