XPH | Clients - Sync note for related entities within a Client Group
Would be extremely helpful if client notes were able to be seen for all entities in a group instead of only at the client level.
1
vote
Kat Abrahams
shared this idea
Hi Kat, thanks for the suggestion. Keeping the same note updated across multiple clients in a group can quickly become repetitive, especially when the information applies across the whole structure.
A shared or group-level note that carries through to linked entities would help keep key details consistent without needing to duplicate updates in each record.
At the moment, notes are added and maintained at the individual client level.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
