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Make NOTES a reportable field. be able to report or export notes

Make contact NOTES a reportable field. be able to report or export notes

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Avinash Patel shared this idea  ·   ·  Report…  ·  Admin →
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  • Cara Cole commented  ·   ·  Report

    It would also be good if the Notes recorded which staff member created the note

  • David Elder commented  ·   ·  Report

    On a similar vein we would like this to include being able to report on Documets from the Documents tab in the Clients section.