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Comments section in the client display window
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Comments section in the client display window
Comments section in the client display window
Submitted by llhytrek on 08-22-2022 03:45 PMFor a long time I have thought it would be very helpful to have a column in the display window where we could write a short comment about the client. For example, if a client is missing a W-2 you could note that in the display and not have to open the client to search for missing info.
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