Account Notes
Автор: TaxDome
Загружено: 2021-08-23
Просмотров: 309
Описание:
Account notes are used to store additional information about your clients. Link them to jobs and tasks, as well as mention your team member to notify them about the new info. The firm owner and team members have access to account notes while clients can’t see them.
Learn more about account notes in our Help Center: https://help.taxdome.com/article/133-...
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