• New Notes Table available on the Service Contract Screen.
  

Bug Fixes:

• Resolved issue where the Provider in the Create Case Note screen was not defaulting to the Organisation Name.
  
• Resolved issue where Object reference error received when deleting attachment in Add Note Screen and adding another attachment in the Client Profile Notes Table.
  

CRM

Client Funding

A new Notes Table has been added to the Service Contract.  Offering the same features as the Notes Table in the Client Profile.

• Filter by Note Type.
  
• Search by document name, note and type.
  
• Drag and Drop Attachments.
  

Note All Note Types are maintained under Settings > Clients > Note Types.