Skip to main content
Level 3
Oct 10, 2022 7:32 PM UTC
Question

Expand client notes

Would like the client notes section to allow for unlimited data. We have notes for clients that go back years. It is so nice to have all client notes in one place. 2500 character is nothing for notes and if we want to see prior year notes we'd have to flip between years.

This topic has been closed for replies.

1 reply

Oct 23, 2023 6:13 PM UTC

Vote and comment on a similar idea here: Improve the Notes