notes
Notes for Clients - XPM migrated from using the 'Folder' field to a new 'Tag' field within the client record’s Notes section, to unifying 'practice management tools'. What was the point of this? We could run a report of notes and filter with 'Folder'. But with the new 'tags' you can only filter by tags within a single client. This makes no sense and has removed significant functionality of the notes in XPM. Also, "existing folder-based notes will be automatically migrated" has not happened - existing notes have not been updated with tags.
As a product idea: if replacing the fundamental functionality of a feature that is already in the software, it should improve the overall functionality of the software, rather than reduce it.
Bring back the folders, or actually migrate the folders to tags and then allow reports to be creating for multiple clients using the tags.
Colin Veurink
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