Notes under policies | Online Access Ideas

Notes under policies

Patrice with Washburn would like to have a notes section in each policy where they can add notes to that only the agents/fh can see.

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Jun 15 2017
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Notes Merged

It would be nice to have a notes section on the website for each contract - if there could be a little communication of what happened with contracts if necessary, i.e. cancelled, paid-up, etc

Created 12 Apr 17:53 by Patrice Marcott

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