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together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
I currently use Tags as a visual record however to record the date the documents are signed would be better.
Ps - I have now added fields to Custom Fields so I can add the dates when the documents have been signed. Many thanks
Just an idea, but you can add these fields as custom fields on a client within Plannr to store the dates.
Thanks Gareth. We are doing this it just seemed like the key dates section might have been the best place for it but it isn’t crucial.