Client Notes : VTO Ultimate

Client Notes Print

Created by: Lachlan Janke

Modified on: Tue, 16 Nov, 2021 at 11:55 AM

Client Notes

Client Notes - allows rapid access to notes for specific Consultants/Brokers / Administrators based on the user permissions

Here you can quickly review all or filtered according to your preference

You can quickly drill down to a client profile by selecting the hyperlinked Client Name and ADD or update any necessary notes

Lachlan is the author of this solution article.

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