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Notes, tags

by Steve Carlson, on Jul 19, 2018 3:19:00 PM

A Notes field is now available on the details screen for an individual. Users can record comments or tags about the individual that can be searched on in the Search Options area.

Where to find: Go to VIEW ALL > Edit (pencil icon) > Notes

Notes

 

Topics:PDPWorks: What's NewNotes, Tags

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