Select from my Pro Resources when adding notes or files to a client profile
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A
Ashely O
As a professional who has taken time to populate notes and Care Team members in the Resources tab, I'd like to select them from them when in the context of a profile. The use case involves adding a note to the client's visit details.
Created by Jim McIntosh
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Jim McIntosh
marked this post as
complete
This was released last week. Thank you for the suggestion.