Adding touchpoints
You can record a direct touchpoint with a client, or a touchpoint with others about the client.
About this task
If you have access to sensitive client notes, you can indicate that the note is sensitive to make it visible to you and other users with access to the client’s sensitive notes.
If you create touchpoint and a sensitive note, the shared details, for example, Type, Subject and Duration are common to both notes. You cannot mark a private or private to role note as sensitive.
- Draft version - adds the touchpoint with a Draft status, which allows you to edit the note.
- Ready for review version - adds the touchpoint with a Ready for review status, which allows you to edit the note to incorporate the review outcome.
- Final version - adds a touchpoint with a Final status, which prevents you further editing the touchpoint.