Objective: Allow users to exclude "Discussion" notes from being sent as client notifications via the chatbot.
Current System: ConnectWise provides only fields for discussion, internal, and resolution notes, with "Discussion" being external facing.
Problem Statement: Clients perceive "Discussion" notes as "too noisy" because they receive notifications even when technicians only document work, not when they need interaction.
Proposed Solution: Enable a setting or filter to categorize "Discussion" notes as internal or exclude them from client notifications. This would reduce unnecessary notifications and focus communication on direct
Created by Sam
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