Level 15
08-06-2021
07:50 PM
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Theres a place in the Client Status to include Permanent Notes, so if you re-trained your brain to open the Client Status screen with the button at the very top of the Fed info worksheet before scrolling down, you'd see the notes.....but I dont know of a way to have a popup note appear when opening a client file.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪