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Status Open for Comment
Categories Notes
Created by Angela Plummer
Created on Jul 3, 2024

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Add Sign date column filter to Note Task List or a PDF view

When we are monitoring our Associated accounts in Note Task List we have to open the chart to see when the Note was actually signed verses the Charted date. A better workflow would have that information already in Note Task List.

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  • Chason Hicks
    Jul 23, 2024

    Thank you for the feedback, Angela. I will add this item to our list for review!

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