Feature Idea Portal

Notes field for each client at the View Clients level

It would be great if we had an open notes field associated with every account to describe any special circumstances under which it is used or was set-up, e.g., internal applicants only, was a initially a trial account that’s now been converted to a full account, encompasses more than one concept, etc. 
  • Andrew D'Agostino
  • Aug 16 2017
  • Will not implement
Proposed Solution to the Problem
Clients/Prospects Who've Reported the Issue (If applicable)
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