In this release, we're have introduced a new feature that enhances your ability to manage contacts and streamline note searches. Specifically, we have added a Contacts field within the client notes section, enabling you to associate notes with specific contacts.
Key Changes:
- Added Contacts field while creating Note:
- When accessing the Notes tab of the client summary and clicking on the Add Notes button, you will see a new filed added as Contacts.
- The drop-down menu populates contacts associated with the selected client only. If no contacts have been mapped to the client, the dropdown will appear disabled or blank.
- You can select multiple contacts, which will then be displayed as chips.
- Upon clicking the Save button, any selected contacts are displayed below the Title
