Note section at the clients contact level

I want to keep track of notes at the client contact level because I do a lot of repeat business. Instead of looking inside of every archived or completed project to learn more about this prospect, I want to see notes from myself and colleagues about this company or individual before sending out a new quote.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Clients

Date

10 months ago

Author

Quinn MacHattie

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