Sarah Knotts

Amisha Sharma

This is a HUGE pain-point for my team. We generally draft in the internal note, and then switch it to public once we're satisfied with it. We have many macros that are formulated to be customizable based on the user's need, and we need to keep it internal until we are able to fully work through the customization for that particular user. 

Could we have an option instead? So that those companies/businesses who need to keep the content while switching between internal and public notes can keep it, and those who prefer it to be separate, can keep it separate?

I understand changes need to happen, but as a medical company, we need to have this functionality. We upgraded so that we could have easier access to the Knowledge base for agents as we are growing our team, but now it's a hindrance.