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An error occurred while saving the commentTom Patricca commented
Provide a data field to enter time spent working on a client project, and another data field to summarize what was done. There should then be a running total of how much time was spent working with a client. This will help to see how much time we are spending on client projects. Also, as more planners move to a fee base compensation model it will be easier to track and summarize the time for billing purposes and/or when a client questions a service.Tom Patricca supported this idea ·