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  1. Practice Manager - 'Sticky Note' on client home page

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Nigel Halsey-Watson commented  · 

    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 supported this idea  · 
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