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Workflow / Task Management
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24
Audit trail for client notes
complete
A
Avery Tillinghast
Add an audit trail for whenever client notes are updated
Created by Ben Stein
·
March 28, 2023
B
Ben Stein
updated the status to
complete
1 like
·
April 20, 2023
·
Reply
R
Roslind Burks
updated the status to
under review
1 like
·
April 17, 2023
·
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