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  1. 10 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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    Katie Lucas supported this idea  · 
  2. 101 votes

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    Hi team, we appreciate all the feedback and support this idea has received and understand the desire for wanting to be able to enable staff access to add notes without full edit access to a client.

    This isn't in the roadmap at this time, but is a feature our product teams will continue to consider as we keep developing client management. I'll be sure to share if there are any updates surrounding this, here. Thanks

    Katie Lucas supported this idea  · 
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    Katie Lucas commented  · 

    In order to do tax returns you need to edit relationships so this enhancement would benefit us greatly as well to allow efficient preparation of tax returns.

  3. 10 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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    Katie Lucas shared this idea  ·