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SOURCE Ideas
1 VOTE
Created by Guest
Created on Jun 17, 2022

being able to name searches on clients summary page

Would it be possible to have the option to rename a search on the client info page? For example, I compared a second residential mortgage with a Let to Buy, but I can’t differentiate between the two on the client screen. It would be useful if I could name each one to go back to easily, or for example when we are looking a multiple properties for clients.


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