Client Info NOTES Easier Access
T
Traci Swindle
We utilize this section as a wiki to store information and updates about our clients. It would be helpful if there was a button to access this from either the Client list or the Close page. Both would be amazing!
Currently the few clicks it takes to get to the Notes means it goes under utilized.
E
Erica Hughes
Similar Requests:
- https://keeperapp.canny.io/feature-requests/p/easy-access-to-notes
- https://keeperapp.canny.io/feature-requests/p/client-notes-in-1-click