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Support Coordination Notes are created from a Contact Record where the Category = Support Coordination.

Only Support Coordinators will have access to the Support Coordination tab on a Contact Record. A Support Coordination Note can be created by clicking New on the Support Coordination Notes related list.

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A Support Coordination Note must have:

  • Category = Support Coordination

  • The Sub Category field is dependent on Category and will show values based.

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The Sharing Group on the Person Note record will update automatically based on the Support Coordinator Sharing Group on the Contact record.

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