The module is to let the clients see ONLY SOME of the notes we have under the notes tab on the client portal side.
On the admin side, we need to have the option to select by enabling/disable which note the client can see and also which contact or contacts from the contacts tab are able to access and see that notes. I think we need to have that setting per each note.
For example, we work with a lot of client account passwords we manage for them and we want to share that information with some of their contacts listed (the IT staff or management) on the client contacts tab.
Use Promo Code WebsiteIntegrations to save 20% Off!