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
6 months ago

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

Rachel Fisch
Get notified by email when there are changes.