Copy person note to household and log entry
Copy person note to household and log entry
Person notes sit only on individual profiles, leaving household context absent for client reviews and billing. It consolidates the note to the household and logs a timestamped audit for same-day review.
Overview
Keep household-level client context intact when notes are added to individual contact profiles. This flow copies the person note to the linked household and writes a timestamped audit row so coordinators and billing see unified history within minutes.