We deal with a lot of numbered companies. I used the Dashboard Note to have the main shareholder name visible, but only clients see that. I need to either have the team see those notes or be able to edit the client's company name.
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Completed
Feature Requests
10 months ago

Rachel Fisch
Get notified by email when there are changes.
Completed
Feature Requests
10 months ago

Rachel Fisch
Get notified by email when there are changes.