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
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