Skip to Main Content
Status Awaiting Prioritization
Categories Practice Management
Created by Grant Middleton
Created on Jul 21, 2023

Ability to have important notes on client dashboard

Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such as contact preferences, vulnerabilities or special requirements.

  • Attach files