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Notes Integration - Define the Staff Portal UI/UX for Contact Notes #249

@JoseSzycho

Description

@JoseSzycho

Define the Staff Portal UI/UX for Contact Notes

Summary
Design the user interface and workflows for managing notes within the staff portal.

Scope

  • Layout for displaying a list or timeline of notes
  • Provide a streamlined “quick-add” workflow
  • Support editing existing notes
  • Show optional action-related metadata
  • Indicate when follow-up actions are due or overdue
  • Support an unbounded list of notes
  • Plain-text only (no markup)
  • Consider future enhancements like keyboard shortcuts

Deliverables

  • Wireframes
  • UX flow documentation
  • Interaction and state specifications
  • Accessibility notes

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