Tee9745
Level 1
07-15-2022
03:24 PM
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I am missing a Notes section similar to the one in PTO where one can add some small client details/notes as they work through selecting the strategies and as they review the plan in preparation for the discussion with the client
Employee
07-19-2022
12:57 PM
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Thank you for your feedback. We have taken your suggestion and submitted the information to our design team.