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Please allow for templates in Important Information section.

At WFA Finet, the Important Information section was categorized in with the acronym F.O.R.M. This stood for Family, Occupation, Recreation, Money. We are creating our own template and copy/pasting on each client. It would be nice to just have it already on there.

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Scott Cheo shared this idea  ·   ·  Report…  ·  Admin →
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