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Separate notes between tasks and the client

Greg Posts: 5 ✭✭

What makes sense to me on the notes section of a client record is that it would be used for general notes you want to have about the client, but... notes added inside of tasks and subtasks show up there too. This can lead to a lot of clutter. Notes taken within a task, should be retained within the task rather than out there and visible both within the task and the notes section of a client record.

2 votes

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