Skylane
Level 11
12-07-2019
01:14 AM
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I generally use a "reminder note" on the last name field in the information worksheet. The first thing I see when I open the client is that little pencil icon in the last name field. The good news is that they transfer from year to year and are editable. Include the date of the note.
If at first you don’t succeed…..find a workaround