Skip to main content

Status Notes Description

Under the clients status type, it would be handy to be able to add a personalised note or description.

For example:

Client Status: Financial Planning
Note/Description: Active Clients

Client Status: Archive
Note/Description: Ex Clients after 30 day period

Client Status: Inactive
Note/Description: Clients who do not recieve an annual meeting but require adhoc support

Status: Accepting Feedback

Log in to comment and vote

No comments yet

Be the first to share your thoughts.