it would be helfpul to view a client name clearly to any tasks. Where many tasks are applied, you have to click in to each one, where an adviser may have a priority task for a specific client, you canβt pick this out quickly from the list.
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Accepting Feedback
Feature Request
8 months ago

Chantelle Bennett
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Accepting Feedback
Feature Request
8 months ago

Chantelle Bennett
Get notified by email when there are changes.