11.3.2022 - Copy and Paste Seeker Notes

Navigators can now copy notes from within the seeker profile in findhelp and paste them into the profile of a family member or into their organization's system of record. This includes goal notes, navigation history notes, outbound referral notes, and inbound referral notes. It's an easy way to maintain accuracy and consistency within the records of a family and across the different systems you use.

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