Note Entry following Meetings
In the financial version, entering client meeting notes is critical component following meetings. Right now we complete the meeting and there is a follow up Task/Meeting option. We would like to add the ability to "Add Client Meeting Notes" to this pop up window. If the user selects this, the notes window will open allowing the user to enter client meeting notes for the client meeting that is being confirmed. Nice and easy vs having to go back to client when completing the task or meeting.
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