Taking meticulous notes is extremely important when dealing with Clients ordered by courts to participate in monitoring, testing or treatment programs. Most functions performed in the CourtFact CRM software automatically log a note, so staff doesn’t have to worry about forgetting to document simple interactions.
Partner Customizable Settings & Features:
- Automatically log Task follow up, mass Messages and more
- Security locking to avoid accidental deletion or updating of important information
- Searching by date, Note Type and key words
- Detailed preview on listing pages to reduce click-through viewing requirements
- Audit information with Note creator, date and time stamping