XPM: Dedicated client notes section
For Practise Accounts
have one section for internal notes on the client that can be updated
- Files can be attached but not updated
- Notes in a Report Text Box are only specific to that report
Need a permanent place that I can add notes, instructions, updates to my staff dealing with a client
Nigel Halsey-Watson
shared this idea
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Lauri Moore
commented
We are looking to have a “comment” section for free txt added to XPM. Ideally what we would like is to see this section/area at the top. We understanding that we can add custom fields to XPM Unfortunately, customer fields sit at the bottom of the page and are not great for important client information.
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Susan Napper
commented
I currently post notes under the client file not under a specific job. While I can do this I would prefer to have a single screen where I can post the note and select the client without having to search the client and then select notes. Similar to timesheets on the dashboard screen where I select the client, select the job and can post without searching each client. TIA