We currently have the ability to create a report based on the notes that are added against a client. However since the ability to add notes against an organisation has been available we have been using the organisation notes for anything that relates to a business rather than a student such as quotes, proposals, delivery preferences etc.
We do this as business contacts can move on quite readily especially with referral agencies such as Job Active Providers etc. If the person leaves and we change their organisation the notes go with them if they are against the client and not the organisation.
However, the issue we have is we cannot run reports on the notes for organisations. So if we wanted to monitor KPIs of contact with employers we cannot. Or review the notes that are against employers we have to look them up individually.
I have requested the report through support thinking it would be a simple copy the client notes report change from client table to organisation table however it appears it is a little more difficult and now requiring development approval.
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