Version: 43694a514238ef9619784645cd9922e2a6458d45
Status: Available to All Advisors

New Features

Parent Account System

• Create separate, secure accounts for parents with controlled access
• Parents can view their student's academic progress and relevant financial information
• One-click activation process with automated email invitations
• Full impersonation capability to see exactly what parents see
• Important: Parents have limited access - they cannot view sensitive advisor notes

Internal Notes System

• Private documentation space visible only to advisors
• Organize notes by type: Meeting Logs, Call Logs, Observations, Life Events, Financial Context, and more
• Color-coded categories for quick visual scanning
• Pin important notes to keep critical information at the top
• Attach notes to specific clients, parents, or students for detailed record-keeping