 Gina
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| Joined: 12 Jan 2006 |
| Total Posts: 93 |
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Activity Tab & Notes
Posted: 17 Nov 2009 02:14 PM |
The Notes show up under the Activity tab when in the Client General file, but when in the Client Case file the Notes do not show up under the Activity tab. It would be helpful to see it in the Client Case as well for quick reference by day.
Thanks so much for your support,
Gina |
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Re: Activity Tab & Notes
Posted: 17 Nov 2009 02:47 PM |
Gina-
Thank you for your feedback! You are correct while in the client's general file it shows as a form under "Activity" as well as in the notes section. When you are in case details however, it does not show specifically under activity, only under the "Notes" tab. I will pass your request along to our development team. Have a GREAT day!
Blessings,
Ashleigh |
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