Skip to Main Content
Status Need more feedback
Categories Clients
Created by Guest
Created on Oct 16, 2024

Edit notes

Ability to edit manually entered notes would be helpfull. :)

  • Attach files
  • Guest
    Nov 4, 2024

    Hi James,


    Ideally, ability to edit the notes (visible under Timeline) would be helpfull.

    On occasions, it may be required to update the notes based on additional information, or as David below suggests - typos!!

    Having the option to include a date selector would also help for times when perhaps the event took place earlier, to ensure Timeline is correct.


    Editing should be available for manually entered notes only, and for those notes created via API (Zapier for exampe, when/if this additional feature becomes available).


    Let me know if you need any other feedback.

  • David Martinelli
    Nov 1, 2024

    Hi James, I can't speak for the guest user. However, if I may add to this topic, in 'Progress Notes' history, it's not possible to edit notes once they have been posted, and so typos will be there for posterity. ;-)

  • Admin
    James Reilly
    Nov 1, 2024

    Hi @Guest , could you provide more context, please? Which notes are you looking to edit and where from?