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Tee9745
Level 1
July 15, 2022
Question

Notes section

  • July 15, 2022
  • 1 reply
  • 3 views
I am missing a Notes section similar to the one in PTO where one can add some small client details/notes as they work through selecting the strategies and as they review the plan in preparation for the discussion with the client
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    1 reply

    Intuit_David
    Intuit_David
    Level 3
    July 19, 2022

    Thank you for your feedback. We have taken your suggestion and submitted the information to our design team.

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