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Notes and TasksEnter general notes, dated notes and tasks and assign them to specific clients, contacts or projects. General notes identify the originator but have no date or due date associated with them. Dated notes have the entry date recorded along with the originator. Tasks have a due date and identify who is responsible for completing the task.Screenshots: Click each image for a larger view...
 Save and Manage notes and tasks for a client. Return to List of Features
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