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

Area of the system
-

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Custom Fields

Date

About 1 year ago

Author

Hollie Simpson

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