We would like the ability to manage client notes more granularly. Specifically: Allow staff to add notes to a client’s record. Restrict st
We would like the ability to manage client notes more granularly. Specifically:
Allow staff to add notes to a client’s record.
Restrict staff from deleting existing notes.
Provide an option to designate who can delete notes, with management having exclusive access to do so.
This would help maintain note integrity while still allowing staff to document client interactions.
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