I suggest you ...

Permanent Record of Notes when team member leaves

Please leave the notes. We have had instances, particularly with property management clients that notes have disappeared when a manager moves on, or in our case an unexpected death occurs. Also for our liability to track the history. When that is removed, so is our story to the judge. Is it harmful to leave it?

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    Charlie Foxworth shared this idea  ·   ·  Admin →

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