In the table of contents, in the right hand side of the screen we have a nice summary of the client.
I think it would be great, if we had a note section under the Efile bullet.
This note section should include the ability to put a date and also a secondary field for updates or changes.
DATE | NOTE | Status Update
I know we already have a note section but is not readable accessible when you open the file. maybe link both. B
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