In the past we used an excel spreadsheet to add specific notes to each clients file. Ex cc numbers, things that need to be referenced regularily, this could be updated my anyone in the company if any changes were made or needed to be noted. Each client had their own tab for these notes.
I copied all these notes from out “TASK by CLIENT” sheet and pinned them so they are seen immediately if an organization is opened.
However we have noticed if I created the note, no one else can add to it. Any help would be appreciated and steps on how to do it.
thanks in advance!