Notes
Please update our notes section back to what they were - we take and add detail notes and want to be able to read the complete note without having to click into it - when we are on a call with a client now it is very hard to find the exact notes ugh
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Anonymous
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Why would you even make this change??
Our office has submitted multiple requests w/a much higher priority over the years which still has not been done. E.g., review frequency for semi annual and quarterly and "comments" under notes for the capability to "notify" someone. All have been voted on a lot with no results.
Thank you.