It is possible to securely share a note with a customer if you wish.
Click on the share note icon on the client page.
A notification will be sent via email to the client. He will just have to access his client portal dashboard to view the note.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article