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Client Task Notes

An electronic note can be created against the client record so that there is a record of an action to be performed or some communication that has been received.

A client note can be as simple as a message left to call back, right through to an associated task that must be completed such as calling the customer in the future.

Client task notes can also be allocated to another person within the user organisation so that the relevant contact is dealing with the person they are familiar with.