new

Organize contact notes and control Client Portal visibility

What changed

Categorize contact notes and decide whether each note stays internal or is shared with clients through the Jobin Client Portal.

Capabilities in this update

  • Assign a note type when creating or editing notes
  • Share individual notes with Client Portal users
  • Return shared notes to internal-only visibility
  • Clearly distinguish internal and shared notes
  • Keep notes ordered by their original creation date

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