Support Coordination Notes

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.

Open

A Support Coordination Note must have:

• Category = Support Coordination

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

Open

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