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Status Note At Top of file on Client Menu
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Status Note At Top of file on Client Menu
Status Note At Top of file on Client Menu
Submitted by Oak Tree Advisory on 04-01-2023 10:05 AMHaving a note on top screen like the DIRECT note we have the Intuit tax pros use on the IEP files would be useful - the DIRECT note is D=Date file was last touched, I=Issue to resolve, R=Resolution target, ECT= expected completion time (date target for follow-up)
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