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Offer different types of client notes

Each team (service providers, CX, billing, etc.) all make notes for clients. It would be great to be able to input different types of notes to keep everyone organized

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

    Currently client notes offers subcategories into allergies and medications. For businesses where this information isn't relevant, it would be useful to be able to modify this text and repurpose the additional notes sections into whatever else may be more useful (billing notes, CX notes, etc)