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Client Profile MDT Tab
A major addition to the client profile is the MDT tab. Within the MDT tab you can you view historical meeting notes, print out meeting notes and modify what case lists a client is apart of. To learn more about the MDT tab please follow along below: ...
Creating a MDT Meeting - Video
Please check out these other videos talking about the new MDT functionality: MDT Lists MDT Reports MDT Profile Tab
MDT Permissions Update
With the new updates to the MDT tab permissions have changed! It is important to note: Only administrators will have access to the new MDT sections. You will need to update permission sets to grant access. To learn more about updating permissions ...
MDT Reports - Video
Please check out these other videos talking about the new MDT functionality: Client Profile MDT Tab MDT Lists Creating an MDT Meeting
MDT Lists - Video
Please check out these other videos talking about the new MDT functionality: MDT Profile Tab Creating an MDT Meeting MDT Reports