Client notes

The package allows adding and tracking notes related to clients. These notes are useful for storing historical comments, internal remarks, or any other relevant information, helping to maintain a detailed record of client interactions.

Key features

Add free-form text notes with optional file attachments.
Notes are visible to system users to assist in tracking client-related information over time.
Useful for documenting client interactions, internal decisions, or additional context.
Managed directly by system users for flexible and comprehensive client records.