Record Terms of Business/Client Agreements signed dates

Can we record the dates where client Terms of Business and client Agreements were signed in the Key Dates section under Clients?

These are important for compliance purposes.

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Upvoters
Status

Completed

Board
💡

Feature Request

Tags

Contacts (Clients / Prospects / Employees / Introducers)

Date

Over 3 years ago

Author

Richard Fyfe

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