Three new tabs under a staff member's profile: Notes, Attachments and Activity Log. Staff records are kept completely separate from client records.

Staff Notes

• The layout mirrors client notes: the note list on the left, the selected note on the right, with search, sorting and All / Draft / Complete filters.
• Save Draft keeps the note as a draft, visible only to its author. Save & Close marks it complete, visible to anyone with access.
• Autosave protects your work, and each manual save creates a version you can open later.
• Download a note as a PDF, or as a ZIP with its attachments.

Staff Note Templates

• Superusers create templates via Forms → Staff Note, with custom fields, staff data fields and headings, in a Simple or Custom layout.
• Saving a note updates the matching values on the staff member's profile. Blank fields don't clear existing values.
• Preview the note as it will appear, including entering text and selecting values, before publishing.

Staff Attachments

• Upload files to a staff profile and preview them alongside the list. Edit names, descriptions and tags, or download and delete.
• Search by name, description or tag, and filter by file type, source or tags.
• Files attached to notes also appear here, with a link back to the note.

Activity Log

A timeline of forms, notes and attachments on the staff record, showing the item type, action, who did it and the item title, with filters by type and date.

Also Improved

The client case note template preview now renders every field as it appears in the note editor, and authors can try filling it in before saving the template. Case note fields fill their columns, rows align consistently and the note header stays pinned while long notes scroll.

Good to Know

• Staff Notes is enabled separately for each account. Staff Attachments is included with it.
• Superusers have access once enabled. Existing custom roles have the new permissions off by default.
• Receptionists can't view notes, attachments or activity relating to themselves.