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10 votes
Katie Lucas
supported this idea
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101 votes
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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10 votes
Katie Lucas
shared this idea
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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.