Client - Meeting Notes
Records of meetings and calls with a client: title, start and end time, how it took place, the contacts and staff who attended, a summary, the full content (usually a transcript), links such as the recording, and optionally the task it was about. Written by practice staff or pushed in by a VoIP/AI integration. Times must carry a time zone and are stored as UTC; summary and content are HTML, and plain text sent there is kept with its line breaks. A deleted attendee stays on the record by name.
