Add notes and get reminders. For each note you can add the following:
- Incurred
- The date that this client note was incurred, if any
- Type (Mandatory)
- Call, Call back, Email, General, Insight, Internal, To do
- Add your own types to the list with the Add button
- Title (Mandatory)
- Note (Mandatory)
- Send a reminder notification email
- Select his to be able to set a reminder date for the system to send you a notification
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