It’s very unfortunate that this doesn’t exist yet and no way around it either. I can’t create an individual client profile because then the notes will be taken as individual. This is a big blockage for the process of working with more than one person and make the chain of documents smooth.
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In Review
Feature Request
High Priority
1 day ago

Tamara Kuselman
Get notified by email when there are changes.
In Review
Feature Request
High Priority
1 day ago

Tamara Kuselman
Get notified by email when there are changes.