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Ability to tag staff members in client notes

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Brenna Smith shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminFlavia Leon (Admin, Boulevard) commented  ·   ·  Report

    It would be useful to be able to tag or @ staff on certain profiles and leave action items/due dates for them.

    Ex: @billing call back this customer and discuss their payment plan options