Add sum total of all notes and attachments from all related documentation in the Documentation and Interactions tile

Our staff have expressed interested in having the counts of notes, media links and attachments in the documentation and interactions tab reflect the total number of notes, media links and attachments that are reflected on the documentation summary tab.  Currently the tile only displays counts of these fields if they exists as part of constituent documentation, but we often have important documentation included on various associated records like interactions, revenue, prospect plans, etc.  

  • Guest
  • Aug 23 2018
Organization Name (Please enter full organization name) Legacy Health
Reported Version 4.0
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