Agree - we are an advisory firm and we are required by regulation to log client reviews. It’s great that we can log them as meetings, calls, emails and notes. It’s unfortunate that we can only categorize meetings and calls at the moment. Seems logical that if it was created for meetings and calls, then why not extend it to notes and emails. Some advisors just prefer to write a note or do their review via emails instead of logging meetings.
Having the ability to set a ‘type’ selection across all type of log activity would help to keep track, streamline and allow users to do it to their preference.