THE ELDER GUIDE CRM

Board Inbox
Mary Johnson
8055551234
Mom discharged Friday. Needs care options quickly.
Notes
6/4 11:49 PM - Hi love
6/6 9:22 AM - Whats u-p Doc?
Call Text
Robert Davis
8185559988
3:00 PM consultation about assisted living placement.
Notes
6/4 11:51 PM - Hi love
6/4 11:53 PM - You are Angel c
6/6 9:23 AM - Still working?
2026-06-06 13:49 - Outside.
Call Text
Known Family 99
18055559999
Created from Voicemail inbox activity.
Notes

2026-06-06 13:52 - 1st note here
Call Text
All New Placed Done