-Important Notice

You can now add an important notice to any contact. This notice will show on the contact page and also on this contact’s case pages as an urgent reminder. You have the option to choose a Neutral, Green or Red color for the important notice. Suggested uses are:

  • Dangerous individuals
  • Problematic Clients
  • VIP Clients
  • Individuals to not share information with
  • Those who change gender or pronouns
  • You can even use this notice as a general note regarding the overall plan for this client.

Last updated byJames