Who can access notes saved in the Client details screen?

The correct answer indicates that only full access team members can access notes saved in the Client details screen. This is aligned with the roles and permissions that exist within QuickBooks, which are designed to protect sensitive information while allowing certain users the necessary access to fulfill their responsibilities.

Full access team members typically have the highest level of permissions, enabling them to view and edit various aspects of client information, including notes. This level of access ensures that team members who are directly managing or interacting with clients can effectively use the notes to enhance communication and relationship management.

Other roles, such as those with limited access or specific permissions, may not have visibility into all of the client's notes. This structure helps maintain confidentiality and control over who can see sensitive client information, which is crucial for ensuring that only appropriately authorized personnel can handle sensitive data. Thus, this access model helps to safeguard client confidentiality while maintaining functionality for those who need to interact with clients most closely.