Notes and emails should relate to clients not cases (or at least of the option to add to all cases tick box. Especially when you are doing a protection plan on top of a mortgage which can mean 2-5 cases for one transaction/phone call or email.

Give an option to make Tasks & Notes visible across customer records, not specific to the 1 case

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

Also include option whether to add to Fact Find and across different cases

Add notes to a client as opposed to their specific case.